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How can I integrate with Nitrogen?
How can I integrate with Nitrogen?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

To integrate your Nitrogen account, you can:

  1. Navigate to your "Applications” page by clicking the three dots in the top right corner of Wealthbox.

  2. Within the Applications section, click on "Settings" next to Nitrogen.

  3. Click the green “Connect Nitrogen” button.

  4. Add your Nitrogen login credentials.

Note: The connection between Nitrogen and Wealthbox is linked by the contact’s e-mail address. If the data does not appear, check that the e-mail for the contact matches in Wealthbox and Nitrogen.

The applications page in Wealthbox showing the option to connect to Nitrogen.

See also: What does the Nitrogen integration include?

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