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How do I import clients from Wealthbox?

Setting up your Advizr-Wealthbox CRM integration

In the upper right, hover over the user menu and click Settings:

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Navigate to the Integrations tab and click Wealthbox

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Click "Connect Wealthbox" and enter your Wealthbox credentials in the popup

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To import clients into Advizr, login to Wealthbox and select your client. Under Contact Details, select the Send To drop down and click "Advizr".

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