Marloo

Wealthbox is a supported import option into Marloo. You export your data from Wealthbox, then upload it to Marloo, which becomes where you keep your client records.

Log in to Wealthbox and go to Settings &gt; Data Backup.

Click the green Request Export button.

Wait for the export to generate. This usually takes 1 to 2 minutes, and you may need to reload the page.

Download the <code>.json</code> file to your computer.

1. Log in to Wealthbox and go to Settings &gt; Data Backup.
2. Click the green Request Export button.
3. Wait for the export to generate. This usually takes 1 to 2 minutes, and you may need to reload the page.
4. Download the <code>.json</code> file to your computer.

In Settings &gt; Integrations, open Wealthbox under Client records &amp; CRM, click Upload your export and upload your <code>.json</code> or <code>.zip</code> file. For the full steps, see <a href="https://help.gomarloo.com/en/articles/15503346-importing-client-data-from-a-crm">Move your clients to Marloo from another CRM</a>.

The CRM catalog lists Wealthbox among the available CRMs.

The empty Wealthbox export screen shows where to drop your export file.

Clients: individuals, households, organizations (brought in as companies) and trusts, with their contact details, tags and contact type

Meetings, enriched from linked calendar events

Notes, comments and opportunities tied to a contact, plus household roles and spouse details

Tasks, with due date, status, priority and related clients

- Clients: individuals, households, organizations (brought in as companies) and trusts, with their contact details, tags and contact type
- Meetings, enriched from linked calendar events
- Notes, comments and opportunities tied to a contact, plus household roles and spouse details
- Tasks, with due date, status, priority and related clients

CRM migration is free, and Marloo's team can move your data the same day.

<a href="https://help.gomarloo.com/en/articles/15503346-importing-client-data-from-a-crm">Move your clients to Marloo from another CRM</a>

<a href="https://help.gomarloo.com/en/articles/15360394">Import your data from Redtail</a>

- <a href="https://help.gomarloo.com/en/articles/15503346-importing-client-data-from-a-crm">Move your clients to Marloo from another CRM</a>
- <a href="https://help.gomarloo.com/en/articles/15360394">Import your data from Redtail</a>

How to export your data from Wealthbox and import it into Marloo.

Import your data from Wealthbox

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Import your data from Wealthbox

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