If You Have Not Yet Connected Your Wealthbox, There Are Many Ways to Do So!
Please note that not all features are available on all Enterprise platforms.
You can start by clicking the gear ⚙️ in the top-right to go to your Account.
- On the left-hand side of your account, click Wealthbox Account to add your Wealthbox credentials via the Connect button
- If you are not already logged into Wealthbox, you will be redirected to a Wealthbox login screen where you can enter your Wealthbox username and password
- Click the Sign in to Wealthbox button
- You will receive a confirmation that your Wealthbox account has been officially connected
After your Wealthbox account is connected, you have a few options to automatically sync or import your contacts between your Wealthbox Tags and Snappy Kraken groups:
Automatic nightly sync: This allows you to perform a two-way sync of your contacts between Snappy Kraken and Wealthbox automatically daily at midnight Eastern Time. As part of the two-way sync, any information added or updated on a contact in Snappy Kraken will also be updated in Wealthbox. Additionally, suppose a new contact is added to Snappy Kraken and assigned to a group that is being synced. In that case, that contact will also be added to the corresponding tag in Wealthbox. If a corresponding tag does not yet exist in Wealthbox, we will automatically create the tag with the same name as the group in Snappy Kraken.
Automatic nightly import: This is a one-way sync that updates the contacts in Snappy Kraken. If any changes have been made to the contacts, the Wealthbox tags are selected for importing. Select to import a Wealthbox tag that does not yet exist as a group in Snappy Kraken. We will automatically add that group and then import or update the contacts in that group with the latest information from Wealthbox.
Importing Wealthbox Tags
If you have connected your Wealthbox account and wish to import contacts to your Snappy Kraken account, please follow these steps:
- Start in your Account and go to Wealthbox Account > Actions > Import
- Select the tags you want to import
- Select the Continue button to read and agree to the terms if applicable by clicking the Finalize Import button
- You will see a progress bar and an option to View Imported Contacts and your Import History
- When the import is complete, you will see a notification within the app, even if you have left the import progress screen
Syncing Wealthbox Tags
If you updated a contact's information, added new contacts, and/or added new groups in Snappy Kraken, and you want these changes to be reflected in your Wealthbox account, follow these steps:
- Start in your Account and go to Wealthbox Account > Actions > Sync
- Select the groups you want to Sync or select Sync All
- Select the Continue button to read and agree to the terms if applicable by clicking the Finalize Sync button
- You will see a progress bar and have the option to View Your Sync History
- When the sync is complete, you will see a notification within the app, even if you have left the sync progress screen
Another method to import or sync contacts from your Wealthbox tags is by navigating to My Contacts under the My Content section. Next, click on More Actions and select Import or Sync.
If you need any additional assistance, please refer to this article from Wealthbox.