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Wealthbox / PreciseFP Mapping Table

Team Wealthbox
Team Wealthbox
  • Updated

Below is a list of the default fields that are mapped to/from PreciseFP with the Wealthbox integration. Other fields can be custom-mapped, so please reach out to PreciseFP for assistance.

 

See also: How do I enable the PreciseFP integration and how does it work?