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

         

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

         

      3. Have your credentials ready – you’ll be asked to log in to your Wealthbox account when you click “Sync with Wealthbox.” This one-time authentication process allows us to sync successfully with Wealthbox.

         

      4. You can log into your Wealthbox account.

         

      5. Select your sync settings in the “Wealthbox Synchronization” modal:

        1. 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.

        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 anytime from your Contacts page*

          *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”:

        3. Sync FMG Activity: Check the box in this section if you’d like FMG to write a 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 your contacts in your admin will be replaced with your Wealthbox contacts. If you have any contacts in FMG that are not in Wealthbox, export your FMG contacts and add them to Wealthbox before syncing.

       

      Updating Your Sync Settings

      To update your sync settings after your initial integration:

      1. Navigate to Contacts > Manage Contacts in your admin:

         

      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 over this size 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.