Importing data is one of the fastest ways to get up and running in WealthSmyth—especially when you're moving over existing lists or teams. Right now, users can import Team Members and Leads directly. For Clients, Deals, or Products, our support team is happy to assist—just open chat.
⚠️ To ensure your import goes smoothly, your data must be correctly formatted. Follow the steps below to prepare your file and avoid common errors.
How to Import Team Members
Get your team hierarchy into WealthSmyth by using our template.
Download the Import_Team_Members_Template.csv
Get Your Team Data from Your Distributor
Ask your Distributor for a team downline report or find it on your internal portal. Most have a web page or can provide a spreadsheet that includes:
Agent names and contact info
Agent Codes and Direct Upline Codes
Current Contract Levels
These reports will likely not match the WealthSmyth template format, so your task is to carefully and accurately move the data from your Distributor's report into the WealthSmyth template. We recommend copy/paste one column at a time, following the guidance below, to avoid errors during import.
Column Guidance for Team Imports
To avoid errors and delays, when importing Team Members, be sure your file is saved as a CSV and each row in your file includes only valid values as listed below:
Agent Code accepts only valid Agent Codes (e.g. 1MH004) for your Distributor
Level accepts only valid Contract Levels for your Distributor
Representative
Associate
Senior Associate
Marketing Director
Senior Marketing Director
Executive Marketing Director
Others
Location accepts only city and state in this format "Katy, TX"
Direct Upline Code accepts only valid Agent Codes (e.g. 1MH004) for your Distributor
Start Date accepts only MM/DD/YYYY date format "02/10/2025"
National Producer Numbers is
optionalAgency Stage accepts a whole number, 1 through 13, as shown below:
ID | Agency Stage Name |
1 | New |
2 | Onboarding |
3 | Week 1 Onboarding |
4 | Week 2 Onboarding |
5 | Week 3 Onboarding |
6 | Field Training |
7 | Net License |
8 | $50K Earner |
9 | $100K Earner |
10 | $250K Earner |
11 | $500K Earner |
12 | $1M+ Earner |
13 | Archived |
How to Import Leads
Add Leads into WealthSmyth, for yourself or your team, by using our template.
Download the Import_Leads_Template.csv
Where to Get Lead Data
You can import up to 10,000 leads at a time. The most common lead sources include:
WealthSmyth Importer app – Import your phone contacts (warm network)
Referrals – Friends, family, and client introductions.
Matchups – Leads shared with you from another Agent for a split of the deal.
Data Services – B2B leads are available for sale from WealthSmyth.
Paid leads – Distributors and Carriers may offer leads to agents for a price. These leads vary in quality and urgency.
Column Guidance for Lead Imports
To avoid errors and delays, when importing Leads, be sure your file is saved as a CSV and each row in your file includes only valid values as listed below:
Owner accepts only Agent Codes (e.g. 1MH004) for the user or a downline Team Member
Lead Type accepts only "Recruit" or "Client"
State accepts only U.S. and Canada two letter codes like "TX"
Gender accepts Male, Female, or Neutral
Stage accepts a whole number, 1 through 6, as shown below:
New
Working
Appointment Set
Appointment Done
Client
Archive
Notes accepts any text string