Log in
Integrations/Wealthbox CRM/Setup Guide
Setup Guide

Wealthbox CRM Setup Guide

Follow the steps below to connect (where supported) or set up an export-based workflow. Either way, Aurora tracks source, timestamps, ownership, and freshness so evidence stays reusable between reviews.

At a Glance
ConnectionDirect connection
CategoryRIA/BD supervision
Guide4 steps
Need help?
We'll confirm what can be automated, what stays export-based, and how to keep evidence current between review cycles.

Steps

Use these as a starting point, then verify collection inside Aurora.

  1. 1
    Create dedicated integration user (least privilege).
  2. 2
    Obtain API credentials (OAuth access token or personal API token).
  3. 3
    Store in Secrets Manager.
  4. 4
    Run validate; then enable incremental cadence.

Credentials

The inputs Aurora needs to authorize and collect proof.

access_tokenapi_token

Permissions

Aurora requests only the minimum access needed for collection and checks.

Permissions depend on the selected collection mode and configured scope.