1. Circle of Wealth Support
2. NextGen - Circle of Wealth®
3. Import / Export

Import / Export

How to video on importing and exporting information to/from NextGen.

• Import /Export Overview
• Import Contact via a Legacy COW file
• Import Contacts via a CSV File
• Import Legacy Custom Presentation
• Import Legacy Spending Game
• Export Contact
• Export Custom Presentation
• Export Spending Game