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Wealthbox Integration: Setup Mapping
Wealthbox Integration: Setup Mapping

How to map Atlas households to Wealthbox households and contacts

Chelsea Flood avatar
Written by Chelsea Flood
Updated over 3 years ago

Once you have added your API access token to Atlas, you will need to begin mapping Atlas Households to Wealthbox Households. 

First, you will select a specific household from the Atlas Household drop down, then select the corresponding contact or household from the Wealthbox Contract drop down. To complete the mapping, select Integrate

When you see the household populate under Integrated Contacts the mapping for that specific household is complete. 

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