# 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](broken://pages/DM4cLjyMmxGhiJJDPMYC) article.
{% endhint %}

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

<figure><img src="/files/kDfXqJWe40NesLI8H8vp" 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="/files/BEoAT5Ftto6rEY5xj0pD" 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="/files/1nJ1luYCzisKbCn1hHz9" 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**](/partner-knowledge-base/wealthbox-integration/capabilities/start-a-plan-request.md).&#x20;

<figure><img src="/files/hFOCvN6X3GQPj8k9i0QB" alt=""><figcaption></figcaption></figure>


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.whiteswan.io/partner-knowledge-base/wealthbox-integration/capabilities/import-contact-from-wealthbox.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.