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Wealthbox Integration: Enabling Access
Wealthbox Integration: Enabling Access

How to create and enter your Wealthbox API access token in Atlas

Chelsea Flood avatar
Written by Chelsea Flood
Updated over a week ago

To connect Atlas to your Wealthbox CRM you will need an API access token. To obtain this token you will navigate to the Integrations page from the left side menu of Settings. Check out this article for further instructions on how to create the API access token. 

Once you obtain the access token, you will need to enable the Wealthbox API Key in Atlas. When you select enabled a text box will appear where you can enter your access token. Enter your token and select add. Setup Mapping will populate below confirming your connection is complete.

Note: If you enter the access token and select add and nothing happens you should refresh your Atlas site. 

Check out this video for step by step instructions! 

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