Syncing Wealthbox

How to integrate your Wealthbox contacts with your FMG account

To sync your Wealthbox contacts with your FMG account:

  1. Access the Contacts Page: In your FMG admin, navigate to Contacts > Manage Contacts in the navigation pane on the left side of your dashboard:

  2. Initiate Sync: Click “Sync Wealthbox” under Import Your Contacts:

  3. Authenticate: Log into your Wealthbox account. This is a one-time authentication process to enable successful syncing.
  4. Configure Sync Settings: Select your sync settings in the “Wealthbox Synchronization” modal:

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

    • Sync Frequency: For automatic daily updates, check the box to enable automatic syncing (recommended). If you prefer manual updates, you can initiate an on-demand sync from your Contacts page at any time.

    • Sync FMG Activity: Check this option if you want FMG to write an activity note to Wealthbox each time:

      • A website form is completed

      • An email is sent

      • Someone opts out of your emails

During the syncing process, all existing contacts in your FMG admin will be replaced with your Wealthbox contacts. If you have contacts in FMG that aren't in Wealthbox, export them and add them to Wealthbox before syncing.

Updating Your Sync Settings

To update your sync settings after your initial integration:

  1. In your FMG admin, navigate to Contacts > Manage Contacts in the navigation pane on the left side of your dashboard.

  2. Select the arrow dropdown next to “Update Contacts” and select “Update current settings.”

  3. You can then update the contact settings in the “Wealthbox 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


Deceased Contacts

When a contact has a Death Date in Wealthbox, we will remove them from the sync with FMG to prevent unwanted communication.


Contact Limits

Contact Integration is limited to 30,000 contacts and/or 1,000 groups in your Wealthbox database, regardless of how many are selected to sync. Attempts to sync databases larger than this limit will fail.


Duplicate Contacts

The integration with Wealthbox can create duplicate contacts. This feature can be beneficial when sending personal messages like birthday greetings to clients who share an email address. You can learn more about duplicate contacts here