The standard import tools available from the Imports page in Wealthbox will not support updating current records. These import tools will support importing new records.

Additional tools are available but require a discussion with our Data Migration team. To learn more about updating data using these import tools, please reach out to our Data Migration team (migrate@wealthbox.com) who will schedule a meeting to go over how the tools work and determine which users should have the tools enabled for their logins.

Note: an account owner will need to authorize enabling the tools for users after the Data Migration team has provided instructions.