Access to the Update Existing Data tools is not enabled by default. To request access, please contact support@wealthbox.com.
Account Owner permission is required to enable the extended import tools. If you are not the account owner, please CC them in your email and ask them to grant permission to enable the tools.
Once enabled, you will see Update Existing Data options from the Imports page in Wealthbox.
When you select the tool applicable to the updates you need to make, you will then see the following pages.
You will upload your update file and then click the green "import" button.
The following page allows you to select the "Mapping Key," which is the Wealthbox record ID.
See Also: How can I prepare my data to run in bulk with an import?
You will then need to map the Wealthbox fields you would like to update to the columns in your file.
Some fields may be automatically mapped if their labels match. You may need to manually select the field in Wealthbox if it does not automatically map.
Review the mapping and confirm it is accurate before you click the green continue button.
Note: If you kept the original field in your file, these fields may map automatically, so confirm you have mapped ONLY the columns that include the updated data. Only one column can be mapped to a single field.
Contacts - this tool allows you to update any field, including custom fields, on your contact records, except those that allow 1-many options (see additional tools listed below).
After mapping your file, you can choose to ignore blank values in your file, which will retain data that exists for the given record, or you can overwrite existing data with a blank value.
1-Many Updates
The following tools allow you to overwrite and/or merge additional addresses and tags to your contact records. The file would need to be formatted vertically, allowing you to include multiple addresses or tags for one contact. See the screenshot of an example file below.
Contact Addresses
Contact Phone Numbers
Contact Emails
Contact Websites
Contact Tags
After mapping your file for the 1-many updates, you can choose to merge the unique data with the existing data or replace the existing data. In other words, if your existing contacts include addresses that you want to keep, but the update file includes additional addresses, you would "Merge with existing addresses". However, if your existing contacts include addresses that need updating, and your update file includes the accurate addresses, you would "Replace existing addresses".
Please note that when doing a "Replace Existing Addresses" update, it will remove all addresses from the contacts and only add the addresses in your file. Addresses, Phones, Emails, Websites, and Tags cannot be recovered by the data migration team when a "Replace" update is completed.
It is a best practice to run a JSON Backup from the export page before completing a "Replace" update to avoid data loss.
