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). From there, you can import contacts from a CSV, Excel file, Outlook, or vCard. If you’re importing from multiple sources, start with the file containing the most detailed information, as the import will skip duplicates.

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.