Ownwell

Import Your Clients from Finmo

How to Import Your Clients with the Velocity API

Import Your Clients from Velocity

Import Your Clients from Filogix

No longer using Velocity or Filogix but need to import client data? Client data stored in another platform and not sure where to start?

Import Your Clients via CSV

Manually Adding Clients to Ownwell

Here are the templates for Ownwell client imports.

Data Import Templates

A list of required fields - You will need this information to successfully add a client to Ownwell.

What are the Required Fields in Ownwell?

The rules for the Ownwell Finmo and Velocity APIs.

How Does the API Decide Which Clients to Import into Ownwell?

How Filogix data maps to fields in Ownwell.

Filogix Data Mapping

How do I import clients into Ownwell when I only have access to some of the required information?

How to Import Clients with Limited Client Information

Arthur Rees

Dan MacDonald

Data Imports, Data Mapping & Integrations

support@ownwell.ca | 9:30am-2:30pm PST Mon - Fri

Find answers and get help from Intercom Support and Community Experts

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