Integrating with Wealthbox syncs household contact information from Wealthbox to RightCapital. Contact information including names and date of birth will be integrated. In order to import a contact from Wealthbox, it must be set up as part of a household and have a valid date of birth.
Integrating with Wealthbox CRM also enables a Single Sign-On from RightCapital into Wealthbox. For more information on using the Single SIgn-On please click here.
To integrate Wealthbox into RightCapital:
You will be taken back to RightCapital, and the integration is now complete!
Once the integration has been set up, it is very easy to import a household from Wealthbox to RightCapital:
Log in to Wealthbox, and click “Contacts” in the left-hand menu
Select a contact to be synced to RightCapital,
You will be brought back to RightCapital and you will see a message that the import has been completed.
This process will import all contacts in the household from Wealthbox to RightCapital, including spouses and children.
An individual who is not associated to a household in Wealthbox cannot be imported into RightCapital.
Each household imported must have a “Head of Household” assigned in Wealthbox
An individual without a valid date of birth associated cannot be imported into RightCapital.
In order to import into RightCapital, you need to open the contact record of one of the individuals associated to the household in Wealthbox, not the household contact record itself.