Sync your Wealthbox account with your FMG Suite admin to keep your contacts up to date.

Syncing Wealthbox

First, navigate to Contacts>>Manage Contacts in the navigation pane on the left side of your dashboard:

 

On the top of the Contacts page, under Import Your Contacts, click "Sync Wealthbox":

Have your credentials ready – you'll be asked to log in to your Wealthbox account when you click "Sync with Wealthbox." This is a one-time authentication process that allows us to successfully sync with Salesforce.

Wealthbox Synchronization

Enter in your Wealthbox log in information and click "Log In to Wealthbox":

Log In to Wealthbox

After entering your credentials, you’ll need to authorize FMG Suite to access your Wealthbox data. 

During the syncing process, all of your contacts in your admin will be replaced with your Wealthbox contacts. If you have any contacts in FMG Suite that are not in Wealthbox, export your FMG contacts and add them to Wealthbox prior to syncing. To proceed to sync with Wealthbox, click "Got it. Sync with Wealthbox":

Here is an overview of the Wealthbox Synchronization modal:

  1. What Would You Like To Sync From Wealthbox?: You can choose which of your contacts from Wealthbox to add to FMG Suite. Choose to either sync all of your contacts or only specified tags.

  2. Sync Frequency: To update your contacts automatically at the end of each day (recommended), enable automatic syncing by checking the box in this section. If you choose not to enable automatic syncing, you can start an on-demand sync at any time from your Contacts page.*

  3. Sync FMG Suite Activity: Check the box in this section if you’d like FMG Suite to write a Note to Wealthbox each time:

    • A website form is completed

    • An email is sent

    • Someone opts out of your emails

*After your initial integration, you may update your contacts sync method on-demand. To do this, navigate to Contacts>>Manage Contacts in your admin. To update your Wealthbox contacts on-demand, you can click "Update Contacts":

Updating Your Sync Settings

To update your sync settings after your initial integration, navigate to Contacts>>Manage Contacts in your admin. Select the arrow dropdown next to "Update Contacts", and select "Update current settings". You can then update the contact settings in the Redtail CRM Synchronization modal.

Field Mapping

Here is a table of how Wealthbox contact fields map to an FMG contact:

Wealthbox Field

FMG Field

First Name

First Name

Last Name

Last Name

Principal Email Address

Email Address

Principal Address 1

Address 1

Principal Address 2

Address 2

Principal Address City

City

Principal Address State

State

Principal Address Zip

Zip

Principal Phone

Phone Number

Birth Date

Birthday

Gender

Gender

Marital Status

Marital Status

Client Anniversary

Client Anniversary

Nickname

Nickname

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