To enable the Blueleaf integration:
- In BlueLeaf, you will need to generate an API token - See instructions here
- Copy this token
- In Wealthbox, you can navigate to the BlueLeaf settings page and paste the API token into the first field and then click the green Save button.
Note: You will need the client’s email address listed on the profile in Wealthbox and the client will need a Blueleaf account with that same email address for the details to be linked to Wealthbox.
How do I get my Blueleaf API key?