# Import Contact from Wealthbox

{% hint style="info" %}
If you prefer to search your Wealthbox contacts inside of White Swan, please review the [Search Wealthbox Contacts in White Swan](https://docs.whiteswan.io/partner-knowledge-base/wealthbox-integration/capabilities/broken-reference) article.
{% endhint %}

1. Log in to your [Wealthbox account](https://app.crmworkspace.com/login).
2. From the left menu, select **Contacts**. 

<figure><img src="https://3302412606-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPzuLy4HwYJtL2cvBab9d%2Fuploads%2FwW1Cny2fsVXkqEDR0AIG%2Fcontacts1.png?alt=media&#x26;token=e1d198f3-552f-4bf3-9a74-69b0803b4b5e" alt=""><figcaption></figcaption></figure>

3. Locate the contact you want to export to White Swan. Select the contact's hyperlinked name.&#x20;

<figure><img src="https://3302412606-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPzuLy4HwYJtL2cvBab9d%2Fuploads%2FnJvcoENzmSMkotDfwsmk%2Fcontacts2.png?alt=media&#x26;token=a657cfee-e4fc-4a97-b3a3-03f1ca92bd61" alt=""><figcaption></figcaption></figure>

4. From the individual contact view, locate the **Contact Details** widget. In the top right, select **Send To** > **White Swan**.&#x20;

<figure><img src="https://3302412606-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPzuLy4HwYJtL2cvBab9d%2Fuploads%2FNxh715scquibkHiU0KeE%2Fcontacts3.png?alt=media&#x26;token=fc69b37a-d7b0-41b4-9904-54fdf9501acf" alt=""><figcaption></figcaption></figure>

5. You will be redirected to White Swan. Please wait patiently as we import your contact. Upon successful import, your contact will display **Import Success** with an option to [**Start a Plan Request**](https://docs.whiteswan.io/partner-knowledge-base/wealthbox-integration/capabilities/start-a-plan-request).&#x20;

<figure><img src="https://3302412606-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPzuLy4HwYJtL2cvBab9d%2Fuploads%2FOC4OSNwS86UJvs9vS6ct%2Fcontacts4.png?alt=media&#x26;token=c1462dd0-1ce4-4062-b98e-fd0fb4c200af" alt=""><figcaption></figcaption></figure>