---
title: "Migrate from Wealthbox to Redtail CRM | ClonePartner"
description: "Seamless Wealthbox to Redtail CRM migration. Engineer-led, zero downtime, 100% data accuracy."
source: Wealthbox
target: Redtail CRM
canonical: "https://clonepartner.com/migrate/wealthbox-to-redtail-crm/"
---

# Wealthbox → Redtail CRM migration

Seamless Wealthbox to Redtail CRM migration — all records moved with accuracy and care.

## Entity mappings

- **Contacts** (Wealthbox) → **Contacts** (Redtail CRM)
- **Households** (Wealthbox) → **Accounts** (Redtail CRM)
- **Opportunities** (Wealthbox) → **Opportunities** (Redtail CRM)
- **Tasks** (Wealthbox) → **Activities** (Redtail CRM)
- **Events** (Wealthbox) → **Calendar Events** (Redtail CRM)
- **Notes** (Wealthbox) → **Notes** (Redtail CRM)
- **Tags** (Wealthbox) → **Tags** (Redtail CRM)
- **Categories** (Wealthbox) → **Categories** (Redtail CRM)
- **Custom Fields** (Wealthbox) → **Custom Fields** (Redtail CRM)
- **Emails** (Wealthbox) → **Emails (Addresses)** (Redtail CRM)
- **Addresses** (Wealthbox) → **Addresses** (Redtail CRM)
- **Phone Numbers** (Wealthbox) → **Phone Numbers** (Redtail CRM)
- **Relationships** (Wealthbox) → **Contact Relationships** (Redtail CRM)
- **Workflows** (Wealthbox) → **NotAvailable (partial workarounds exist)** (Redtail CRM)
- **Files/Documents** (Wealthbox) → **Documents (via API)** (Redtail CRM)

## What we migrate

### Data Types

- **Custom Fields** — Any custom objects and fields configured in your CRM
- **Deals & Opportunities** — Sales pipeline data with stages and close dates
- **Accounts/Companies** — Business-level entities and associated data
- **Leads & Contacts** — All person-level records including metadata

### Migration Filter

- **Pipeline/Stage Filter** — Select records based on deal stages or pipelines
- **Owner Selection** — Migrate records assigned to specific owners or reps
- **Time Range** — Migrate records from a specific time period
- **Contact Type** — Filter by lead, contact, or account

## Frequently asked questions

### Who can view my data?

For each migration project, you'll be assigned a migration engineer. Only the migration engineer can view your data. No one else at ClonePartner can view your data.

### Can I sign an NDA?

If you are reaching out to us via one of our partners, we already have an NDA signed with them that unilaterally applies to all their customers. If you are reaching us directly and need an NDA signed, we'll be happy to sign your NDA or ours.

## Get a fixed-price quote

[Talk to an engineer](https://cal.com/clonepartner/meet?duration=30&utm_source=xtoy&utm_medium=button&utm_campaign=demo_bookings&utm_content=cta_click&utm_term=demo_button_click) about your Wealthbox → Redtail CRM migration.