How do I migrate from Wealthbox to Omega?

Omega connects directly to Wealthbox and imports contacts, tasks and activity history.

1. Go to Settings → CRM Import and choose Import from Wealthbox.
2. Log in to your Wealthbox account, open Settings → API Access, and generate or copy your API key.
3. Paste it into Wealthbox API Key and click Connect Wealthbox.
4. On success you will see Connected to Wealthbox and "Your Wealthbox data is being imported. This may take a few minutes."

Track progress under Recent Imports / Import Results.