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Wealthbox

Integrating Wealthbox with Osano​

Connecting to Wealthbox​

In order for Osano to discover data stored in your systems, we must connect to those data providers via an API. We require, at minimum, read-only access to establish a connection to these providers. Each provider you connect may require different information. Please see the linked vendor documentation for instructions on where and how to obtain this data.

Required Fields​

  • API Key

Instructions for obtaining your Wealthbox API Key

Required Scopes​

  • login
  • data

Base URL​

https://api.crmworkspace.com/v1/

Auth​

  • API Key
  • OAuth
  • Attach API Key to the ACCESS_TOKEN header
  • Name
  • Email
  • Address
  • Phone Number
  • Date of Birth
  • User ID