Connect Excel Online (.xls .xlsx) to Wealthbox with LeadsBridge

In this article, you'll learn how to set up the bridge and connect Excel Online (.xls .xlsx) to My CRM Example using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

Head over to the left sidebar and click on the Create new Bridge green button
You'll be taken to the first step of the bridge creation

Step 1: Choose the apps you want to connect

Choose Excel Online (.xls .xlsx) as the source for your bridge
Choose Wealthbox as the destination for your bridge
Click on the Continue button
At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)

Step 2: Configure your Excel Online (.xls .xlsx) with Wealthbox

Step 2.A: Setup your Excel Online (.xls .xlsx) integration

Click on Connect Excel Online (.xls .xlsx)
Click on Create new integration to connect your Excel Online (.xls .xlsx) (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Excel Online (.xls .xlsx) integration
Fill Fields Separator Char, URLs field to connect Excel Online (.xls .xlsx) with LeadsBridge
Click on the Authorize button
You can choose a name for this Excel Online (.xls .xlsx) and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your Excel Online (.xls .xlsx) is connected, you can continue with the set-up of your bridge

Step 2.B: Setup your Wealthbox integration

Click on Connect Wealthbox
Click on Create new integration to connect your Wealthbox (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Wealthbox integration
Fill API Key field to connect Wealthbox with LeadsBridge
Click on the Authorize button
You can choose a name for this Wealthbox and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your Wealthbox is connected, you can continue with the set-up of your bridge

Step 2.C: Configuration details for Wealthbox

How to get API Key

In order to create a Wealthbox API Key to use in LeadsBridge you should follow the steps below:

1. Log into Wealthbox
2. Click on the three dots icon in the top-right menu

3. Then, click on Settings

4. Go to PERSONAL → API Access

5. Click on Create Access Token

6. Assign a Label to your New Access Token, for instance, My LeadsBridge Access Token

7. Click on Save

8. Then, copy the generated API token

9. Finally, go back to LeadsBridge and paste the API Key into your Wealthbox integration configuration

Step 2.D: Email Receipt (Optional)

You may choose to receive an email receipt for each incoming lead.

Type the address(es) where you'd like to receive the receipt
You may also modify the Subject line of the email

Step 3: Fields Mapping

Here you'll be able to map your Excel Online (.xls .xlsx) information with your Wealthbox fields.

You will have Wealthbox fields on the left. Match the information you wish to pass align from Excel Online (.xls .xlsx)
Based on Wealthbox functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped

Step 3.A: Leads Filter (Optional)

If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions

Click on the link Add Filter for Incoming Leads on the top left
A popup wil be opened where you can configure the filter
You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration

Step 3.B Test Connection (Optional)

Once you’ve mapped all the fields that you need, if available, you can run a test of your connection by clicking on the Test Connection button.

Step 4: Save and Publish

Click on the Save and publish button

Congratulations! Now your bridge is up and running

Do you need help?

Here some additional resources:

Excel Online (.xls .xlsx) documentation page and common questions
Wealthbox documentation page and common questions
LeadsBridge KNOWLEDGE BASE
Contact support from your account clicking on the top right Support button

How to connect Excel Online (.xls .xlsx) with Wealthbox