How to import contact information into WealthCounsel
How to connect with WealthCounsel
DecisionVault can push a matter's contact information straight into WealthCounsel and ElderCounsel, so you do not have to retype it before drafting. Connecting is a one-time step; after that you run the sync from any matter. Go to Settings > Integrations and click Authenticate with WealthCounsel:
The button will redirect you to the WealthCounsel web application - where you can provide permission to connect with DecisionVault.
After you grant permission, WealthCounsel redirects you back to the integration settings in DecisionVault. There you choose how client names are synced over, either as entered or in all uppercase. Click Save:
On the same page you choose how matters get created in WealthCounsel, by mapping each of your questionnaires to a WealthCounsel matter type:
How to run a sync
Step 1. Open the matter in DecisionVault, click the Integrations dropdown on the Matter Details screen, and choose WealthCounsel:
Step 2. On the sync screen, select which contacts you want to sync over:
Step 3. Run the sync. The matter and the selected contacts are created or updated in WealthCounsel.
You can run the sync as often as you need. Each run updates the records in WealthCounsel and ElderCounsel with the latest information from DecisionVault.
Related Contacts on the matter in WealthCounsel / ElderCounsel
The integration can only attach the client contacts to the matter. The other contacts on the matter are still created or updated in WealthCounsel, but they are not attached to the matter at first.
The quickest way to make these contacts related parties on the matter in WealthCounsel is from the drafting module. At the first contact dropdown in the interview steps:
For each contact you want to attach:
- Type in some part of the name
- Hit enter to search all the contacts in your account
- Select the contact
- The contact is selected and instantly becomes a related party
- Repeat with the next contact
Frequently Asked Questions
Why do Social Security Numbers not sync over?
Social Security Numbers are collected and stored in DecisionVault, but they are not part of the sync. WealthCounsel removed the SSN field from the interface that integrations use, so no integration, including DecisionVault, can write SSNs into WealthCounsel automatically.
To get the numbers into WealthCounsel, open the Tax Identifiers list from the Matter Details screen in DecisionVault and copy each one over by hand:
Can I run the sync more than once?
Yes. Run it whenever information changes in DecisionVault. Each run updates the matter and contact records in WealthCounsel with the latest information.
Does this work for ElderCounsel too?
Yes. The connection and sync steps are the same for WealthCounsel and ElderCounsel.
Why are some synced contacts not on the matter in WealthCounsel?
The integration only attaches the client contacts to the matter. Other contacts are created in your WealthCounsel account but not attached. Attach them from the drafting module as described in the Related Contacts section above.