Keep your contacts up to date by syncing your Wealthbox account with your FMG Suite admin.
First, navigate to Email >> Contacts in the navigation pane on the left side of your dashboard:
In the right-hand corner of your Contacts page, click the gear icon to find the option to "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.
Enter in your Wealthbox log in information and click "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":
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. To update your contacts automatically at the end of each day (recommended), enable automatic syncing by checking the box next to “Automatically sync with Wealthbox at the end of each day":
To update your contacts sync method on-demand, navigate to Email >> Contacts in your admin. Select the arrow dropdown next to Update Contacts, and select Update Current Settings. From here, you can update the contact settings in the Wealthbox Synchronization box.
To update your Wealthbox contacts on-demand, you can click "Update Contacts":