Wealthbox data migration processes ensure the secure and accurate transfer of your information. However, you may encounter challenges like file size limits, stuck uploads, or incompatible formats. This guide solves common file upload issues to make your data migration smoother.

Understanding File Size Limits

• Standard Upload Limit: The maximum size for files uploaded via the standard link is 1 GB. If your file exceeds this limit:
  • Request a secure Box.com folder from the Data Migration team and upload the file using the provided link. After uploading, notify the team to confirm receipt.
  • Alternatively, request an updated upload link that supports larger data files, typically provided by the migration team.
• Contact Imports: File sizes up to 2 MB are acceptable for importing contacts. Despite meeting the size limit, formatting errors or excessive contacts may cause issues.

Upload Troubleshooting Tips

If you encounter problems during file upload:

• Stuck Uploads:
  • If the upload appears stuck, but data was submitted, verify with the migration team whether the file was successfully received. 
    *Please always confirm the upload status with support if you have any doubts.
• File Format Issues:
  • If asked to submit a zip file but only a .csv file is available, compress (zip) the .csv file on your computer.
  • For Windows: Right-click the file, select "Send to," and choose "Compressed (zipped) folder."
  • For Mac: Right-click the file and choose "Compress." Once zipped, upload the file securely.

Handling Special Cases

• Manual Requests for Large Database Files:
  • If migrating data from Redtail or a similar database and the backup is too large for standard export, follow these steps:
    • Request the backup manually using the platform’s support process.
    • Once received, submit it via the secure upload link provided.
    • If still too large, inform the Data Migration team to create a sufficiently large folder for upload.
    • Request and agree on a migration window, which will be scheduled once your data is available.

Key Takeaways

• Always verify file size and format before uploading files for migration.
• Use the secure tools and links Wealthbox provides for safe data transfer.
• Contact the Data Migration team whenever you are uncertain about the upload process or encounter issues.

Following these steps, you can manage and resolve common file upload issues, ensuring a smoother Wealthbox data migration experience.