--- title: What data can and can't be migrated? description: The direct Wealthbox and Redtail connectors bring across contacts, tasks and activity history . The spreadsheet import covers the fields in the… --- [Skip to content](https://help.omegafp.com/kb_base/what-data-can-and-can-t-be-migrated#main-content) English Show submenu for translations ![Omega dark evened](https://help.omegafp.com/hubfs/Omega%20dark%20evened.svg) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://www.omegafp.com/contact) [Contact us](https://www.omegafp.com/contact) Ask away! - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.omegafp.com/?hsLang=en) 2. [Importing & Migrating Data](https://help.omegafp.com/importing-migrating-data?hsLang=en) 3. [Migration from another CRM](https://help.omegafp.com/importing-migrating-data?hsLang=en#migration-from-another-crm) September 15, 2026 # What data can and can't be migrated? The direct Wealthbox and Redtail connectors bring across **contacts, tasks and activity history**. The spreadsheet import covers the fields in the downloadable templates — household data, the people in each household, and their contact details. Documents and email history are not carried over by either path. 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