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.
Syncing Wealthbox to FMG Suite
To sync your Wealthbox contacts with your FMG account:
In your FMG admin, navigate to Contacts > Manage Contacts in the navigation pane on the left side of your dashboard:
Click "Sync Wealthbox" under Import Your Contacts:
Have your credentials ready – you'll be asked to log in to your Wealthbox account when you click "Sync with Wealthbox." This one-time authentication process allows us to sync successfully with Wealthbox.
Log into your Wealthbox account.
Select your sync settings in the "Wealthbox Synchronization" modal:
What Would You Like To Sync From Wealthbox?: You can choose which of your contacts from Wealthbox to add to FMG. Choose to either sync all of your contacts or only specified tags
Sync Frequency: To update your contacts automatically at the end of each day (recommended), enable automatic syncing by checking the box in this section. If you choose not to enable automatic syncing, you can start an on-demand sync anytime from your Contacts page*
*After your initial integration, you may update your contacts sync method on-demand. To do this, navigate to Contacts>>Manage Contacts in your admin. To update your Wealthbox contacts on-demand, you can click "Update Contacts":
Sync FMG Activity: Check the box in this section if you’d like FMG to write a Note to Wealthbox each time:
A website form is completed
An email is sent
Someone opts out of your emails
During the syncing process, all your contacts in your admin will be replaced with your Wealthbox contacts. If you have any contacts in FMG that are not in Wealthbox, export your FMG contacts and add them to Wealthbox before syncing.
Updating Your Sync Settings
To update your sync settings after your initial integration:
Navigate to Contacts > Manage Contacts in your admin:
Select the arrow dropdown next to "Update Contacts" and select "Update current settings.":
You can then update the contact settings in the "Wealthbox CRM Synchronization" modal:
Field Mapping
Here is a table of how Wealthbox contact fields map to an FMG contact:
Wealthbox Field | FMG Field |
First Name | First Name |
Last Name | Last Name |
Principal Email Address | Email Address |
Principal Address 1 | Address 1 |
Principal Address 2 | Address 2 |
Principal Address City | City |
Principal Address State | State |
Principal Address Zip | Zip |
Principal Phone | Phone Number |
Birth Date | Birthday |
Gender | Gender |
Marital Status | Marital Status |
Client Anniversary | Client Anniversary |
Nickname | Nickname |
Contact Limits
Contact Integration is limited to 30,000 contacts and/or 1,000 groups in your Wealthbox database, regardless of how many are selected to sync. Attempts to sync databases over this size limit will fail.