Follow these steps to integrate Pulse360 with Wealthbox and access Wealthbox data seamlessly.
Step 1: Get Your Wealthbox API Key
First you will need an API key. To get this, please go to your Wealthbox account by clicking your name on the top right and opening the "Settings."
Select "API Access" on the left menu and click, "Create Access Token." Name it "Pulse360."
Copy the API key.
Step 2: Connect Wealthbox to Pulse360
Open Pulse360 and navigate to "Settings" > "Integrations" > "Other" > "Wealthbox Data."
Paste your Wealthbox API key into the required field.
Click "Connect" to complete the integration.