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Data Migration

How Do I Export My Contact Data from Wealthbox and Migrate to LeadCenter?
What Are the Required Steps for Migrating Data to LeadCenter? What Is Supported with a Data Migration to LeadCenter? How Do I Migrate My Data to LeadCenter? How Long Does a Data Migration Take? How Do I Export My Data From Redtail CRM and Migrate to LeadCenter? How Do I Export My Data From Salesforce CRM and Migrate to LeadCenter? How Do I Export My Contact Data from Wealthbox and Migrate to LeadCenter? How Do I Export My Contacts from Gmail? How Do I Export My Contacts From Outlook into a CSV File? How Do I Import My Contacts From Outlook to LeadCenter? How Do I Export My Data From Advisor Engine CRM? How Do I Export My Data from Microsoft Dynamics? How Do I Export My Data from Advisor’s Assistant? How Do I Export My Contact Data from Grendel? How Do I Export My Data from Highrise CRM? How Do I Export My Data from Insightly? How Do I Export My Data from Daylite CRM? How Do I Export My Data from Maximizer CRM? How Do I Export My Data from Less Annoying CRM? How Do I Export My Data from Keap (Infusionsoft)? How Do I Export My Data from SmartOffice? How Do I Export My Data from Raymond James CRM? How Can I Export Data from Schwab Advisor?

Data Migration

What Are the Required Steps for Migrating Data to LeadCenter? What Is Supported with a Data Migration to LeadCenter? How Do I Migrate My Data to LeadCenter? How Long Does a Data Migration Take? How Do I Export My Data From Redtail CRM and Migrate to LeadCenter? How Do I Export My Data From Salesforce CRM and Migrate to LeadCenter? How Do I Export My Contact Data from Wealthbox and Migrate to LeadCenter? How Do I Export My Contacts from Gmail? How Do I Export My Contacts From Outlook into a CSV File? How Do I Import My Contacts From Outlook to LeadCenter? How Do I Export My Data From Advisor Engine CRM? How Do I Export My Data from Microsoft Dynamics? How Do I Export My Data from Advisor’s Assistant? How Do I Export My Contact Data from Grendel? How Do I Export My Data from Highrise CRM? How Do I Export My Data from Insightly? How Do I Export My Data from Daylite CRM? How Do I Export My Data from Maximizer CRM? How Do I Export My Data from Less Annoying CRM? How Do I Export My Data from Keap (Infusionsoft)? How Do I Export My Data from SmartOffice? How Do I Export My Data from Raymond James CRM? How Can I Export Data from Schwab Advisor?

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

Follow these steps to export your contacts from Wealthbox CRM:

Export All Contacts

  1. Navigate to the Contacts page in Wealthbox.
  2. Click the Export option from the right-hand panel.
    3. Export All Contacts - Wealthbox

Export a Group of Contacts

  1. Filter your contact list using custom Tags or the Filter by field options.
  2. Click the checkbox next to Name at the top of your list:
    • This will select the current page of contacts by default. To select all contacts in the filtered list, choose Select Them All.
  3. Click Bulk Actions and then select Export to CSV.
    4. Export to CSV - Wealthbox

Accessing Your Export

Once your export is complete:

  • You’ll receive an email notification with a download link.
  • Alternatively, navigate to the Export page:
    1. Click the three vertical dots in the upper-right corner and select Settings.
    2. Under the Workspace section, click Export.
    3. Locate your export under the Recent Exports section. If the export is still in progress, you’ll see In Progress under Status. Once complete, the Download option will appear.
    • Download Recent Export - Wealthbox

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.