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      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

      📝 Editing Contacts and Groups

      Once your Wealthbox CRM has been integrated, you cannot edit your contacts/groups or add new contacts/groups manually from your FMG account.

      You must make these changes from your Wealthbox account. If your sync frequency is set to automatically sync daily, these changes will automatically sync to your FMG account. 

      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.