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What are the deadlines and procedures for submitting Redtail backup files for Wealthbox data migration?

Wealthbox Support
Wealthbox Support
  • Updated

When migrating from Redtail to Wealthbox, adhering to submission deadlines is crucial for a smooth and timely data migration process. Below are the important deadlines, consequences, and procedures you need to keep in mind:

1. Migration Submission Deadlines

  • All required materials, including the Redtail backup file, user full names, and IDs, must be submitted by 5 PM ET on the day before your scheduled migration date. This ensures the Wealthbox team can begin the migration process on time.
  • If your organization includes multiple Redtail workspaces, each workspace requires its own backup submission. Otherwise, one backup file prepared by the admin for a single workspace suffices for all users.

2. Consequences of Missing Deadlines

Failing to meet the submission deadline has the following implications:

  • Rescheduling required: If the required data is not submitted by the stipulated time, the migration will be delayed and rescheduled based on the next available date.
  • Your original migration window will be released, potentially leading to a longer wait time for the next available slot if schedules are full.

3. Options for Rescheduling

If you can't get the backup file or complete the necessary steps by the deadline, you can reschedule the migration. Wealthbox allows you to:

  1. Request a postponement to a later date.
  2. Reschedule further if the data is still unavailable by the new deadline.

4. Frequently Asked Questions on Submission

  • Do individual users need separate backups?
    • No. If there is only one workspace in Redtail, the admin’s backup file will cover all users within that workspace. Separate backups are only needed if multiple workspaces exist in Redtail.

Summary

To ensure a seamless migration:

  • Submit all data, including Redtail backups and user details, by 5 PM ET the day before the migration date.
  • Coordinate with your admin for backup preparation, especially in shared workspaces.
  • In case of delays, promptly request rescheduling assistance to avoid extended migration timelines.

Following these guidelines will help ensure your migration to Wealthbox is completed efficiently and without unnecessary delays.