Please note that not all features are available on all Enterprise platforms.
You can start by clicking the gear ⚙️ in the top-right to go to your Account.
On the left-hand side of your account, click Wealthbox Account to add your Wealthbox credentials via the Connect button
If you are not already logged into Wealthbox, you will be redirected to a Wealthbox login screen where you can enter your Wealthbox username and password
Click the Sign in to Wealthbox button
You will receive a confirmation that your Wealthbox account has been officially connected.
After your Wealthbox account is connected, you can start importing contacts from Wealthbox to Snappy Kraken.
If you wish to enable the two-way sync features you can go to the Global CRM Settings page and toggle the switch, which will be off by default. Enabling the two-way sync features will not start syncing your contacts, but will make the various options for syncing available for you to use.
On the Wealthbox Settings page, you will now see the following option:
Automatic Nightly Import: This is a one-way sync that updates the contacts in Snappy Kraken if there have been any changes made to the contacts the Wealthbox tags that are selected for importing. If you select to import a Wealthbox tag that does not yet exist as a group in Snappy Kraken, we will automatically add that group and then import or update the contacts in that group with the latest information from Wealthbox.
Importing Wealthbox Tags
If you have connected your Wealthbox account and wish to import contacts to Snappy Kraken account, please follow these steps:
Start in your Account and go to Wealthbox Account > Actions > Import
Select the tags you want to import.
Select the Continue button to read and agree to the terms if applicable by clicking the Finalize import button.
You will see a progress bar and have the option to view Imported Contacts and your Import History.
When the import is complete, you will see a notification within the app, even if you have left the import progress screen.
Syncing Wealthbox Tags
If you updated a contact's information, added new contacts, and/or added new groups in Snappy Kraken and you want these changes to be reflected in your in Wealthbox account, follow these steps:
Start in your Account and go to Wealthbox Account > Actions > Sync
Select the groups you want to Sync or select Sync All.
Select the Continue button to read and agree to the terms if applicable by clicking the Finalize Sync button.
You will see a progress bar and have the option to view your sync history.
When the sync is complete, you will see a notification within the app, even if you have left the sync progress screen.
Another method to import or sync contacts from your Wealthbox tags is by navigating to My Contacts under the My Content section. Click on More Actions and select to Import or Sync.