Object Name | Export | Import | Important Information |
Companies | ✅ | ❌ |
|
Contacts | ✅ | ❌ |
|
Opportunities | ❌ | ❌ |
|
Calls | ❌ | ❌ |
|
Emails | ❌ | ❌ |
|
Meetings | ❌ | ❌ |
|
Notes | ✅ | ❌ |
|
Tasks | ✅ | ❌ |
|
Events | ✅ | ❌ |
|
Attachments | ❌ | ❌ |
|
What Objects are Supported for Wealthbox Migrations
Learn what record types can and cannot be migrated for Wealthbox migrations
Written by Ashley Milne