Marloo

Move your client records into Marloo from your CRM: how to export, upload, which CRMs are supported, what comes across, and how your import is handled.

Move your clients to Marloo from another CRM

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

Import your data from Wealthbox

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

Import your data from Redtail

Salesforce is a supported import option into Marloo, so you can move your client records across.

Import your data from Salesforce

Advyzon is a supported import option into Marloo, so you can move your client records across.

Import your data from Advyzon

You can import your Tamarac client data into Marloo using the Upload an export option.

Import your data from Tamarac

AdvisorEngine is a supported import option into Marloo, so you can move your client records across.

Import your data from AdvisorEngine

You can import your Follow Up Boss client data into Marloo using the Upload an export option.

Import your data from Follow Up Boss

You can import your GoHighLevel client data into Marloo using the Upload an export option.

Import your data from GoHighLevel

Upload a spreadsheet of clients into Marloo from Clients, using Upload list.

Import your clients from a spreadsheet

Janaya Ravji

Import your client data from your CRM or a spreadsheet

Uploading data from CRMs

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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