# Capabilities

The Wealthbox integration is used to quickly **Import Contacts** and then **Start a Plan Request** using the contact's information to streamline the [plan request experience](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/client-experience/personal-plan-requests) and pre-fill parts of the [application](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/client-experience/applications).

***

**Import Options**

* [Import Contact from Wealthbox](https://docs.whiteswan.io/partner-knowledge-base/wealthbox-integration/capabilities/import-contact-from-wealthbox) - Send contacts to White Swan directly from your Wealthbox dashboard.
* [Search Contacts](https://docs.whiteswan.io/partner-knowledge-base/wealthbox-integration/capabilities/search-wealthbox-contacts-in-white-swan) - From within your White Swan dashboard, you can search your contacts in Wealthbox and import them into White Swan.&#x20;

***

**Start a Plan Request**

[Start a Plan Request](https://docs.whiteswan.io/partner-knowledge-base/wealthbox-integration/capabilities/start-a-plan-request) - Start a plan request for a contact imported from Wealthbox. The request and application will be pre-filled with any relevant information you already posses in Wealthbox.
