Please note that not all features are available on all Enterprise platforms.
I. Connecting Wealthbox:
Begin by clicking the Integrations icon
on the left-side menu.On the Integrations page, click the + Connect button in the Wealthbox box.
If you’re not logged into Wealthbox, you’ll be redirected to a login screen. Enter your Wealthbox username and password.
Click Sign in to Wealthbox to proceed.
Once your Wealthbox account is connected, you’ll receive a confirmation message.
Now that your Wealthbox account is linked, you have a few options for syncing or importing contacts between your Wealthbox Tags and Snappy Kraken groups.
II. Automatic Sync and Import Options:
Automatic Nightly Sync (Two-way):
This feature allows for a two-way sync of your contacts between Snappy Kraken and Wealthbox every night at midnight (Eastern Time). Any updates or new contacts in Snappy Kraken will reflect in Wealthbox, and vice versa. If a group in Snappy Kraken is synced and doesn’t exist as a tag in Wealthbox, Snappy Kraken will create a tag with the same name.
Automatic Nightly Import (One-way):
This option imports and updates contacts in Snappy Kraken based on any changes made in Wealthbox. If a Wealthbox tag doesn’t exist in Snappy Kraken, a new group will be created automatically, and contacts will be updated with the latest information from Wealthbox.
III. Importing Wealthbox Tags:
To import contacts from your Wealthbox tags into Snappy Kraken, follow these steps:
Go to Active Integrations, then Wealthbox Account > Actions > Import.
Select Import from CRM.
Choose the tag groups you want to import.
Click Continue and agree to the terms (if applicable) by clicking Finalize Import.
A progress bar will appear. You can view the imported contacts and your import history.
Once the import is complete, you’ll receive a notification within the app, even if you’ve left the import screen.
IV. Syncing Wealthbox Tags:
If you’ve updated contacts, added new contacts, or created new groups in Snappy Kraken and want these changes reflected in Wealthbox, follow these steps:
Click the Integrations icon
on the left-side menu to go to the All Integrations page.Enable Two-way Sync Features (Beta) by reading the alert and clicking I Understand.
Go to Wealthbox Account > Actions > Sync, click I Understand, and choose whether to sync all contacts or specific groups.
If you select Sync All Contacts, read and agree to the terms (if applicable), and click Finalize Sync.
If you select Sync Groups, choose the groups to sync or select Sync All, then click Continue to Finalize Sync.
A progress bar will appear while the sync is processing. You’ll receive a notification once the sync is complete, even if you’ve left the sync screen.
Feel free to ask for further assistance—we’re here to help