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 "Contacts" on the left-hand side of FMG Suite, then select "Sync". 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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