🔎 In This Article
Sync & Import Overview
Sync – Update and maintain data consistency between your CRM and the platform in real time.
Import – Transfer your synced Contact data from your CRM into your firm's platform, creating new records or updating existing ones.
Sync & Import Process
The syncing process begins by pulling contact data from your connected CRM into the system. Once synced, the data appears in the "Ready to Be Imported" table, where you can review each contact for accuracy before importing.
If a contact is missing required information, they will be placed in the "Cannot Be Imported" table, along with the reason for the issue.
⚠️ Common Import Issues: missing an email address, phone number, primary advisor, or contact type.
You can resolve these issues in your CRM and sync again to reattempt the import. Once reviewed, you can select the contacts from the "Ready to Be Imported" table and complete the import process, adding them to the system.
📄 Download our CRM Prep Guide at the bottom of this article
💡 Tip: Advisors can sync and import only the contacts assigned to them in your firm's CRM.
Sync & Import New Contacts from Your CRM
Advisors and Admin can both Sync and Import New Contacts from the CRM. Advisors can only sync and import their assigned Contacts, Advisors can sync and import all Contacts.
Navigate to Contacts.
Click Add button.
Click Import from CRM.
Click Sync from CRM button at the bottom of the page.
Allow the sync to process; a pop-up notification will appear in the bottom right of your screen once it's successful.
Click Add button.
Click Import from CRM.
The "Ready to Be Imported" table displays contacts with all the required data, ready to be imported into your firm's platform.
Review the Contact Data in the "Ready to Be Imported" table to ensure accuracy.
Select the Contacts you want to Import, or select all.
Once Contacts are imported, they are ready to be assigned to an Advisor Template.
Now, let's review your Contacts that were synced, but cannot be imported.
Review the "Cannot Be Imported" table.
Use the "Reason" data field to identify issues with Contact data.
Resolve issues with the Contact data in your CRM.
Return to Step 1.
Assign Imported Contacts to Advisor Templates
Navigate to Templates.
Navigate to the desired Advisor Template.
Click Contacts.
Click Assign.
Select the desired Contacts or assign in bulk.
Reminder: Only contacts with the same Primary Advisor, as defined by the Advisor Template, can be assigned to that template.
You have two options–
Click Assign to assign the Contact to the Template. The Contact will not receive any notification of this assignment.
OR
Click Assign and Invite to assign the Contact to the Template AND send an SMS and Email Invitation to download your firm's app and join your app experience.
💡 Tip: Your Contacts will have a status that reflects your decision, their status will either be Assigned or Invited. Once your contact logs into their experience, their status will become Active.
Update Contact Information from Your CRM
If you update a contact's data in your CRM after importing them, you can sync to update their information in your firm's platform.
Update in Bulk
Navigate to Contacts.
Click Add button.
Click Update from CRM.
Click Sync from CRM button at the bottom of the page.
Allow the sync to process; a pop-up notification will appear in the bottom right of your screen once it's successful.
Click Add button.
Click Update from CRM.
The "Ready to Update" table displays contacts with all the required data, ready to be imported into your firm's platform.
The data fields/information to be updated will be displayed in red text.
Review the Contact Data in the "Ready to Update" table to ensure accuracy.
Select the Contacts you want to update, or select all.
Now let's review your Contact updates that were synced, but cannot be imported.
Review the "Cannot Be Updated" table.
Use the "Reason" data field to identify issues with Contact data.
Resolve issues with the Contact data in your CRM.
Return to Step 1.
Update Individual Contact
You can update individual contact data to keep information accurate, reflect life changes, update the contact type (e.g., moving a prospect to a client), and personalize engagement.
Keeping records up to date ensures compliance, improves communication, and helps you better manage your clients.
Navigate to Contacts.
Click your desired Contact's name.
In the top right, click the Sync from CRM button.
Review the data fields/information that can be updated.
Select the data fields you'd like to update.
Click Update All or Update Selected.
The Contact's profile will reflect the changes immediately.
Export CRM Contact Data
An advisor or admin may want to export synced contact data to:
Update CRM Records – Cross-check with the CRM to resolve discrepancies or missing details.
Review and Verify Data – Ensure all imported contacts have accurate and complete information.
Backup and Record Keeping – Maintain an external record of imported contacts for compliance or internal tracking..
Share with Team Members – Provide updated contact lists to other advisors or team members as needed.
During both the import and update processes, you can export data from the "Ready to Import/Update" or "Cannot Be Imported/Updated" table to a CSV file. Click the Export button in the top right to download the CSV for the table you are viewing.
💡Tip: Admins may also export CRM Advisor Data and Tag Data.