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How do I import clients from Wealthbox?

Setting up your Advizr-Wealthbox CRM integration

  1. In the upper right, hover over the user menu and click Settings:
  2. Navigate to the Integrations tab and click Wealthbox
  3. Click "Connect Wealthbox" and enter your Wealthbox credentials in the popup
  4. To import clients into Advizr, login to Wealthbox and select your client. Under Contact Details, select the Send To drop down and click "Advizr".