Migrate Your CRM Data

Switch to Wealthbox with ease. Let’s do this!

Request a Migration

Migrating to Wealthbox is Easy!

Nervous about migrating? Don’t be! It’s secure and painless.

When you switch to Wealthbox, we help you get up and running with ease. Wealthbox has the team and tools to make your CRM switch truly simple. It’s a secure and well-honed migration process that includes an assigned specialist who is there every step of the way.

“The team at Wealthbox was super helpful in our CRM data migration, with friendly and fast service.”

Susan Radziewicz, Trifound Financial

“We were blown away by the migration support the Wealthbox team extended to us.”

Catherine Chaney Bowman, DMK Advisor Group

Get Started in 3 Steps

11. The Planning Call

After you submit your migration request, a Wealthbox specialist will have a planning call with you to review your current CRM data. We’ll ask you about specific data you want transferred including contacts, permissions, notes, tasks, events, opportunities, financial accounts, projects, etc. We’ll make helpful recommendations on how to easily clean up your CRM data.

22. Data Mapping

Once you’ve prepared your data file based on our recommendations in the planning call, we’ll review it with you to ensure it maps properly in Wealthbox. We can talk on the phone and do a screen-share to ensure your data is complete and correct. If all looks good, we’ll schedule your migration for a specific date.

33. Full Migration

You’re ready, and we’re glad we helped! Your CRM data file is ready to import into Wealthbox. We’ll press the magic migration button, and, voila! You’re ready to manage your clients and grow your business in Wealthbox. Advisors love Wealthbox!Advisors love Wealthbox!

Let’s Get Started

Ready to migrate your data? Our team is ready
to help.
Let’s do this!

“Shout out to Wealthbox for having awesome migration services! Their team was able to offer 'hands-on' assistance.”

Charesse Spiller

Fintech Consultant at Level Best

Let’s Get Started

Ready to migrate your data? Our team is ready to help. Let’s do this!

“Shout out to Wealthbox for having awesome migration services! Their team was able to offers 'hands-on' assistance.”

Charesse Spiller

Fintech Consultant at Level Best


Common questions answered by Amber Foreman, head of Wealthbox’s customer success team. We’re ready to help you!

All of them! Wealthbox imports data from all CRMs, including Salesforce, Redtail, Junxure, Microsoft Dynamics, ACT!, Advisor's Assistant, and many more. Your data simply needs to be placed in CSV, Excel, SQL or similar database-formatted files and it can be imported into Wealthbox. And we can help in the Step 1 planning call!

Yes, as long as your contacts are within a backup file from your previous CRM system.

For retail customers of Wealthbox - typical advisory firms - data migration is totally free. For large enterprise organizations with complex data requirements, Wealthbox may have an additional one-time migration & onboarding fee. Your Wealthbox representative can provide more information.

This varies depending on your CRM source, but generally we support importing the following types of data for migration:

  • Contact records (People, Households, Companies and Trusts)
  • Leads
  • Notes
  • Tasks
  • Events
  • Opportunities
  • Projects (E.g., Cases, Campaigns, Seminars, etc.)
  • Manually-tracked Account details (E.g., Policies, Annuities, etc.)

Wealthbox currently does not support file storage migration, recurring activities, or workflow template migration. You or someone on your team would need to manually do this, and we can give you guidance on how to do this in the Step 1 planning call.

GIGO stands for “garbage in, garbage out” and you don’t want garbage in Wealthbox! With our recommendation in the Step 1 planning call, you can prevent GIGO by easily “scrubbing” your data to eliminate duplicate records and remove unnecessary data. This helps speed up your switch to Wealthbox as well as allowing you to use its full functionality with good data hygiene.

Anywhere from a few days to two weeks is typical, depending on your CRM data transfer requirements. Because Wealthbox has secure systems for data transfer, technically it’s a lightning quick process. Time is required for scheduling the Step 1 planning call and cleaning up your data. Once we confirm a scheduled date for your migration (Step 3) our team will import your data within 1-3 days.

You sure can there, tech-savvy rockstar. We have a data migration spreadsheet template you can download here , and it includes some pointers to guide you along the way.

Let's get started.

Ready to migrate your data? Our team is ready to help. Let’s do this!

Start my migration