Marloo can bring your existing client data across from your CRM. There are two parts: first you request a data extract from your CRM provider, then once you receive it you upload that file into Marloo.
How to import your client data
Go to Settings, then Integrations, then scroll to CRM Imports.
Under Import type, choose your CRM. The dropdown lists the CRMs available for your region.
Request a data extract from your CRM provider. Marloo accepts CSV, XLSX, JSON, and SQL files, and ZIP files that contain any of those formats. Some CRMs let you export yourself; others you request from the provider. The provider guides below give the exact steps.
Once you receive the extract, upload it into the upload area.
After you upload, what happens next depends on your CRM. See How your import is handled below.
Which CRMs are supported
The Import type dropdown only shows the CRMs available for your firm's region, so your list may be shorter than the full set below.
United States and Canada
Redtail
Wealthbox
Practifi (United States)
Altruist (United States)
United Kingdom
Iress Xplan
Intelliflo
Plannr
Saturn
Australia
Iress Xplan
Intelliflo
AdviserLogic
Plutosoft
Midwinter
DASH
Claras
Fin365
New Zealand
Trail / Kiwi Adviser Network
TAP
Redtail and Wealthbox each have a step-by-step guide:
If your CRM is not in the dropdown, choose Other to upload your extract and the team will map it for you, or see Don't see your CRM?
What gets imported
Depending on your CRM, Marloo imports:
Individual clients with their details (email, phone, address, date of birth, and more)
Companies and trusts
Groups (households and family or business links) along with their members
Notes, tasks, and past meetings logged against a client or group
Your CRM's lifecycle status comes across as a Marloo tag. For example, a contact marked "Active" in your CRM arrives with an Active tag, so you can filter your book by status straight away.
Once your import is processed, your records appear in Clients, where you can sort, tag, filter, and merge them.
Large exports
CRM extracts can be large, so uploads are built for it. Files up to 100 GB are supported. Large files upload in the background, so you can keep working in Marloo while a progress indicator runs in the corner of your screen. You can pause and resume an upload, and you will be warned before closing the tab while one is in progress. You can have one extract uploading at a time.
How your import is handled
After you upload, Marloo reviews the export and processes it into your account.
Supported CRMs. Most uploads process automatically. When the upload finishes, a green confirmation appears in the bottom-right corner of your screen. Your information appears in Clients once processing is complete.
Other CRMs, or an export that needs a closer look. Your file is sent securely to the Marloo team, who confirm what we can bring across.
We’ll email you when your import is complete and ready in your account.