Can HeyAlbert integrate with Wealthbox? Yes, through a CSV export from HeyAlbert imported with Wealthbox’s contact import; a direct Wealthbox API sync is early access / on the roadmap, not live today.
Status
| Route | Status |
|---|---|
| CSV export from HeyAlbert, imported with Wealthbox’s own import tool | Available today |
| Direct API sync with Wealthbox | Early access / on the roadmap Not live today. Tell us if you need it. |
Field mapping
HeyAlbert CSV columns and where they go in Wealthbox. Create the custom fields first.
| HeyAlbert column | Wealthbox contact field |
|---|---|
name | First and last name (split first) |
company | Company or employer |
title | Job title |
city, state | Address city and state |
person_id | A custom field, or a tag or note, so later exports can be matched |
source_url | A custom field or note, so the public source stays one click away |
Leave out of CRM imports: fec_total and political_leaning. Federal law restricts using FEC contributor information for soliciting or commercial purposes, so keep it out of systems you use for outreach. Estimates such as band, home_value and stock_value are for your preparation only; do not quote them to prospects.
Import steps
- In HeyAlbert, filter the Database to the people you want (for example a wealth band in your metros) and click Export to download the CSV.
- The export has one
namecolumn. Split it into first and last name in a spreadsheet before importing, because the CRM needs a last name. - Use Wealthbox’s contact import for spreadsheet or CSV files. The exact menu depends on your Wealthbox account; Wealthbox’s help center has the current steps.
- Map the columns as in the table, then import.
Avoiding duplicates
- Search Wealthbox for the HeyAlbert ID before re-importing, or import later batches as updates where Wealthbox allows it.
Export allowance
Each seat can export 100 records a month and 1,200 a year (see pricing). Exports are for internal business use by named users under our data licensing terms. The full column list is in the data dictionary.