IMPORTANT NOTES:

• Not all features are available on every Enterprise platform.
• Back up your CRM data before syncing with Snappy Kraken. Data loss may occur depending on how your data is organized. 
• Snappy Kraken does not delete contact information. Instead, move contacts to an inactive group in your CRM to ensure they are properly removed from Snappy Kraken groups.
  
  

I. Connecting Wealthbox:

1. Begin by clicking the Integrations icon  on the left-side menu.

2. On the Integrations page, click the + Connect button in the Wealthbox box.
   

3. If you’re not logged into Wealthbox, you’ll be redirected to a login screen. Enter your Wealthbox username and password.

4. Click Sign in to Wealthbox to proceed.

5. 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. Sync Options:

Keep in Sync Both Ways (Both Ways)

This feature allows for a two-way sync of your contacts between Snappy Kraken and Wealthbox. 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.

Send to Wealthbox Only (Export)

This option imports and updates contacts in Wealthbox based on any changes made in Snappy Kraken. 

Import

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. Configure Automated Sync:

Automated syncs will update your contacts depending the selected sync option nightly. To sync contacts from your Wealthbox tags into Snappy Kraken, follow these steps:

1. Go to Active Integrations, then Wealthbox Account > Actions > Configure Automated Sync.
   

2. For each group in Wealthbox or Snappy Kraken, select your preferred sync option.

   •  Under the Wealthbox column, click the dropdown to choose the group you'd like to sync.

   • Under the Snappy Kraken column, choose the group you want to import or sync to.

   • Select whether you'd like to import, export, or sync the contacts between the chosen groups.

   • Click the "+Add Mapping" button to select more groups.

3. Click Continue and agree to the terms (if applicable) by clicking "Finalize Sync".

4. The syncing will run in the background. Once the import is complete, you’ll receive a notification within the app, even if you’ve left the import screen.
   
   

IV. Run a One-Time Manual Sync

Manual syncs triggers the update of contacts based on the selected sync options at the time it's selected. If you’ve updated contacts, added new contacts, or created new groups in Snappy Kraken and want these changes reflected one-time in Wealthbox, follow these steps:

1. Go to Active Integrations, then Wealthbox Account > Actions > Run a One-Time Manual Sync.
   

2. For each group in either Wealthbox or Snappy Kraken, select the sync option you prefer.

   • Under the Wealthbox column, click the dropdown to choose the group you'd like to sync.
   • Under the Snappy Kraken column, choose the group you want to import or sync to.
   • Select whether you'd like to import, export, or sync the contacts between the chosen groups.
   • Click the "+Add Mapping" button to select more groups.

3. Click Continue and agree to the terms (if applicable) by clicking "Finalize Sync".

4. The syncing will run in the background. Once the import is complete, you’ll receive a notification within the app, even if you’ve left the import screen.

Feel free to ask for further assistance—we’re here to help

V. Data Mapping

The list of contact information will be synced from Wealthbox to Snappy Kraken and vice versa (depending on your preferred option), if the fields are not empty. 

• First Name
• Middle Name
• Last Name
• Designations
• Address (Street, City, State, Zip)
• Phones (Personal, Mobile, Business)
• Website
• Nickname
  • Note that this does not appear as a contact field but can be used within campaigns. 
• Job Title
• Gender
• Date of Birth
• Date of Death
• Marital Status
• Employer

VI. Scenarios

This section will show you how each sync options behaves based on your actions. 

Keep in Sync Both Ways (Both Ways)

Send to Wealthbox Only (Export)

Import