Please note: syncing these contacts will erase/override any contacts you have listed in FMG Suite's admin... You can easily export them and add them to Wealthbox before you complete this integration.

First, navigate to Email > Contacts in FMG Suite:

Next, click the gear icon in the upper right hand corner and choose "Sync Wealthbox":

You will then be prompted to enter your Wealthbox username and password.

The next step is to Authorize FMG Suite to access your data:

As a reminder, syncing your contacts will update/delete them in the FMG Suite admin. 

To enable the sync, click "Got It. Sync with Wealthbox":

Finally, you need to decide if you will be importing all tags or just specific tags from Wealthbox, as follows:

Make sure you click the "Automatically sync with Wealthbox at the end of each day" box so that your contacts sync every day.

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