Access the Import page by clicking the three dots in the upper right corner, then selecting Settings > Import > Import Notes. You can import notes directly from a CSV or Excel file by clicking on “Import notes.”
Using the mapping tool, your notes file will align and link to your imported contacts by matching either the unique record ID from your previous CRM or the internal contact ID within Wealthbox. (The image below illustrates a contact record and shows where to find the internal record ID in Wealthbox.)
Another way to locate the Contact IDs in bulk would be to navigate to the Contacts page of your current workspace and bulk select all contacts, ensuring to choose "Select them all". You can then download the contacts by using bulk actions > Export to CSV. Then open the file and in Column B you will find the Contact ID.
Below are the fields you can map to import the details of your note and ensure the note will be linked to the contact. Keep in mind you only need one ID, the internal Wealthbox ID OR the External ID which would have been imported when you migrated from another CRM.
You also need only one user association (the users name, or login email) to apply the correct creator of the note.
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Internal Contact ID (the Wealthbox ID) |
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External contact id |
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Note content |
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Date note created (formatted "mm/dd/yyyy" - must be 4 digit year) - without adding a date, by default the import date will be applied as the created date for the note. |
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Note created by (user's first and last name as it is formatted in Wealthbox) |
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Note creator email |
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Notes Tags (separate by comma or create separate columns labeled as "Tags") |