How Do I Export My Data from Wealthbox and Migrate to LeadCenter?

Your contact details can be exported into a CSV file by clicking “export” on the right side panel of the contact list page.

To request a full backup of your data stored in Wealthbox:

  1. Navigate to Settings by clicking on the three dots at the top right corner of your Wealthbox screen.
  2. Click on Export option under Workspace
  3. From the dropdown, choose XML or JSON for your export file format.
  4. Click on Request Export.
  5. You will then receive an email notifying you when your export is ready to download.
Wealthbox-Export-Settings

Next Steps

After exporting your data, send the CSV file to the LeadCenter Data Migration Team at support@leadcenter.ai. Our team will ensure a smooth transition of your data to LeadCenter.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.