Ownwell

Manually Adding Clients to Ownwell

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

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

What are the Required Fields in Ownwell?

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

Here are the templates for Ownwell client imports.

Data Import Templates

The rules for the Ownwell Finmo and Velocity APIs.

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

Arthur Rees

Dan MacDonald

Learn how to add clients and what happens next

Adding Your Database

How to Import Your Clients with the Velocity API

Import Your Clients from Velocity

Why Your Velocity Deal Might Not Have Imported into Ownwell

Why Are My Clients Not Importing From Velocity via API?

How to import from Velocity or connect direct via API

Velocity

Import Your Clients from Finmo

Why Your Finmo Deal Might Not Have Imported into Ownwell

Why Are My Clients Not Importing From Finmo?

How to troubleshoot a Finmo API Error in Ownwell

The Finmo API Error - Not Importing Clients - Steps to Resolve

Import from Finmo or connect direct via API

Finmo

Import Your Clients from Filogix

How Filogix data maps to fields in Ownwell.

Filogix Data Mapping

Filogix

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

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