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.