To import contacts, you can either go to the contacts list view and select Import from the menu on the right-hand side or navigate to Settings > Customizations and select Import (accessible via the three dots in the top-right corner).

1. Prioritize Detailed Information: If you have multiple sources of data, you will want to start with the file containing the most detailed information (e.g., companies, households). 
2. Import by Record Type: Import your contacts in the following order:
   • Companies: This includes company names and any associated details like phone numbers, emails, and addresses.
   • Households: This includes household names and any supported details. Keep in mind, household records do not include many demographic fields. The purpose of the household records is to link family members and to provide a consolidated activity stream of those members.
   • People: This includes individual names and any associated details, such as their relationship to a company or household.
   • Trusts: This includes trust names and any associated details.

Why This Order Matters:

• Accurate Linking: By importing companies and households first, you create a foundation for your contact database. When you import people, the system can accurately link them to the correct company or household based on the information provided.
• Complete Record Information: Importing companies and households first allows you to include all relevant details.

By following these guidelines, you can ensure a smooth and accurate import process.

Once your file is uploaded, a mapping page will appear, allowing you to match fields from your file to those in Wealthbox.

Note: Some fields may auto-map if the column headers in your file match Wealthbox fields. Be sure to verify all mappings and manually map any unidentified fields to ensure they are imported.