Welcome to Ownwell! You’re just a few steps away from turbo charging your client engagement. Before you get started, you'll need to import your client data into Ownwell.
Connecting your Finmo account with your Ownwell account takes only a few minutes and a few clicks of a button!
An Important Consideration:
Whether you have an Individual Finmo Account (only your deals) or a Shared Finmo Account (your deals are mixed with another broker's).
Here's how to import clients from Finmo with an Individual Account:
Here's how to import clients from Finmo with a Shared Account:
Note: Finmo only allows two API tokens to be "in use" at once. If you find yourself unable to generate a new token for this reason, you will need to delete an inactive token to generate a new one. You can see whether or not a token is in active use by looking at the "Last used" date.
If you're using both of your existing Finmo API tokens (both are active) - You can reach out to Finmo's support team to generate an additional token. They will create a new one for you in the backend and provide it to you!
Learn better with written instructions? Check out our step-by-step guide below:
Importing Clients from an Individual Finmo Account:
1. Log into your Ownwell Account and click on “Import from Submission Platform”
2. Select Finmo and click Continue
3. Select Individual Account and click Continue
4. In a separate tab, log into your Finmo Account and Go to Team Settings
(gear icon in your menu bar)
6. Select Integrations
7. Navigate to “Finmo API”
8. Copy the Team ID
*Keep your Finmo account open, you’ll need to go back to it one more time.
9. Go back to your Ownwell account and paste the Team ID into the Team ID field
10. Then you’re going to go back to Finmo
11. In the Finmo API section, click on “Generate New Token” (you cannot use an existing token).
12. Copy the Token.
* For Security reasons, we are only shown this API token ONCE, so it’s important that we copy it correctly.
13. Go back to your Ownwell account and paste the API Token in the API Key section
14. Click the Continue button
🎉 Now your Finmo API is connected and will start importing funded clients in Ownwell.
This may take a few minutes depending on your volume of clients. You’ll see a notification at the top of your Ownwell dashboard when it’s complete.
Important: A client import via Finmo API is a snapshot in time.
Once a client record is in Ownwell, any edits should be made directly in Ownwell. If you make changes in Finmo AFTER the import, they will not sync to Ownwell.
Importing Clients from a Shared Finmo Account:
1. Log into your Ownwell Account and click on “Import from Submission Platform”
2. Select Finmo and click Continue
3. Select Shared Account and click Continue
4. In a separate tab, log into your Finmo Account and Click on your initials (bottom left in the menu bar)
5. Select Your Account
6. Navigate to the Team section.
7. Copy your Personalized Application Link.
This is very important because this is how we're going to determine which deals are yours. *Keep your Finmo account open, you're going to need it.
7. Go back to your Ownwell account and paste the Personalized Application Link in the Personal App Link field.
8. Go back to your Finmo account and we're going to navigate to Team Settings in the menu bar (gear icon).
9. Select Integrations
10. Navigate to “Finmo API”
11. Copy the Team ID
*Keep your Finmo account open, you’ll need to go back to it one more time.
12. Go back to your Ownwell account and paste the Team ID into the Team ID field
13. Then you’re going to go back to Finmo
14. In the Finmo API section, click on “Generate New Token” (you cannot use an existing token).
15. Copy the Token.
* For Security reasons, we are only shown this API token ONCE, so it’s important that we copy it correctly.
16. Go back to your Ownwell account and paste the API Token in the API Key section
17. Click the Continue button
🎉 Now your Finmo API is connected and will start importing funded clients in Ownwell.
This may take a few minutes depending on your volume of clients. You’ll see a notification at the top of your Ownwell dashboard when it’s complete.
Important: A client import via Finmo API is a snapshot in time.
Once a client record is in Ownwell, any edits should be made directly in Ownwell. If you make changes in Finmo AFTER the import, they will not sync to Ownwell.
Troubleshooting Tips
If some clients aren’t appearing, it’s likely due to missing or incompatible data (e.g., clients without a "Funded" status). See the Finmo API requirements here.