Importing is how you move your client records into Marloo, which then becomes the place you keep them. You ask your current CRM for an export, then upload that file into Marloo. If you only have a simple client list, you can upload a spreadsheet instead.
Move your clients from a CRM
Get a data export from your current CRM. Some CRMs let you export it yourself. For AdviserLogic, Fin365 and Midwinter, you request it from the provider's support team. See Request your export from your CRM provider below.
In Marloo, go to Settings > Integrations. In the Import your client records banner, click Get started with a CRM import.
Open your CRM's card under Client records & CRM, then click Upload your export. If your CRM isn't listed, click Upload an export below the CRM cards.
Upload the export into the upload area. Marloo accepts CSV, XLSX, JSON and SQL files, and ZIP files that contain any of those formats. If your ZIP export is password protected, Marloo tells you. Enter the Export password when prompted, or add it later from the import page, and your upload carries on without starting again.
After you upload, what happens next depends on your CRM. See How your import is handled below.
Move your clients from a spreadsheet
If you don't have a CRM export, go to Clients, click + (top right), then choose Upload list. For the full steps, see How to bulk upload your client list to Marloo.
Request your export from your CRM provider
The export comes from the provider, not from inside Marloo. Email their support team and ask for a full export of your client data. If you have trouble downloading the file, contact Marloo support and we'll help you get it across.
Ask them to include:
Clients, including individuals and the households or groups they belong to, with the links between them
Contact details (addresses, phone numbers and emails) and dates of birth
Notes and file notes, with dates and authors
Documents and attachments stored against each client
Tasks and any other client records they hold
Ask for CSV files if you can. A ZIP of CSV files is fine too. For AdviserLogic, send the request from the email address on your AdviserLogic account and ask for CSV or flat files rather than a SQL Server backup (.BAK).
Here is an email you can copy and send. Replace the bracketed parts.
Subject: Request for full client data export
Hi [CRM provider] team,
I'm moving our client records to another platform and would like a full export of our client data, including all client and household or group records, contact details, notes and file notes, documents and attachments, and tasks. Please provide the data as CSV files (a ZIP of those is fine).
Could you please confirm receipt, let me know the expected timeframe, and tell me anything you need from me to authorize the request?
Thanks,
[Your name]
[Your practice name]
When the file arrives, follow steps 2 to 4 above. We'll email you when your import is complete.
Which CRMs you can import from
The CRM cards only show 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
Advyzon
AdvisorEngine
Salesforce
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
Each CRM named above has its own short guide. Tamarac, Follow Up Boss and GoHighLevel aren't named cards, but you can import from them with Upload an export, and they have guides too. See Related articles below.
If your CRM isn't listed, click Upload an export below the CRM cards and the team will map it for you, or see Don't see your CRM?
What comes across
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.
An import is a one-time move. Marloo is now where you keep your client records, so changes you make later in your old CRM don't carry over. Make sure your export is current before you upload it.
Large exports
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 are warned before closing the tab while one is in progress. You can have one export 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.
Free, same-day CRM migration
CRM migration is free, and Marloo's team can move your data the same day.