To turn on this integration (only needs to be done once in PreciseFP, you do not need to set up the integration in Wealthbox) click on your profile picture in the lower left hand corner, then select Integrations and click on the Wealthbox integration box.
After logging into Wealthbox the integration will then be enabled in PreciseFP.
To export to Wealthbox
Click on a client/prospect name to open their account details. Click on the Export button.
If the client is not already in Wealthbox you can then create a new record on export or if they do exist and are already connected to an existing account it will push updates to the already existing record for the client vs. duplicating it.
Once you've made your selection click on export.
To import data from Wealthbox into PreciseFP
Click on Accounts from the left hand side and then select All Accounts. Then click on the + icon in the upper right hand corner.
Click on the Import tab, choose Prospect or Client and choose Wealthbox.
Enter in the clients last name to import.
Note: the client must be listed as head of household (The household name field must not be left blank)
have a primary email on file and also be listed as active in Wealthbox in order to import. If any of the above is missing the client will not show up in the search.
Once you've located the record you wish to import check the box to the left of their name then click on the Import button.
This will then bring your client's record into PreciseFP