Wealthbox
Data sync
Understanding how data flows between CurrentClient and Wealthbox
How data syncs with Wealthbox
Understanding what data flows between CurrentClient and Wealthbox helps you make the most of the integration.Sync frequency: Data is refreshed every morning.
Data flow overview
What syncs from Wealthbox to CurrentClient?
Contact information
Names, phone numbers, email and address information
Contact tags
Existing client tags and interaction history
Contact type and status
Contact type and status
Any custom fields
Any custom fields you setup and want to sync to CurrentClient
What syncs from CurrentClient to Wealthbox?
Text conversations
Complete message threads with timestamps
Call records
Call logs with duration and notes
Detailed field mapping
Here’s exactly what data syncs from Wealthbox to CurrentClient:Core contact fields
Core contact fields
Basic Information:Contact Information:Address Information:
Synced from Wealthbox
first_name fieldSynced from Wealthbox
last_name fieldSynced from Wealthbox
nickname fieldSynced from Wealthbox
birth_date fieldSynced from Wealthbox
image field (if not default person.png)Primary phone number from Wealthbox contact
Primary email address from Wealthbox contact
Primary address
street_line_1 from WealthboxPrimary address
street_line_2 from WealthboxPrimary address
city from WealthboxPrimary address
state from WealthboxPrimary address
zip_code from WealthboxSystem tracking fields
System tracking fields
These fields help maintain the connection between systems:
The unique Wealthbox contact ID for maintaining sync relationships
Always set to “WEALTHBOX” to identify the data source
Unique identifier for the sync flow configuration
Contains reference IDs for maintaining data relationships:
SourceEmailId- Primary email reference IDSourcePhoneId- Primary phone reference IDSourceAddressId- Primary address reference IDSourceVisibleToId- Visibility permissions reference
Household information
Household information
If the contact belongs to a household in Wealthbox, these fields sync to maintain family and business relationships:
Unique household identifier from Wealthbox
idHousehold display name from Wealthbox
nameHousehold title or description from Wealthbox
titlePhone numbers
Phone numbers
Every phone number from Wealthbox gets transferred as an array of phone objects:
Array of phone number objects, each containing:
Cleaned and formatted phone number
Phone type classification (Mobile, Work, Home, etc.)
Whether this is the primary contact number for the client
Source metadata including Wealthbox phone ID and type classification
Tags
Tags
Classification and Visibility
Classification and Visibility
CurrentClient automatically creates the following tags from your Wealthbox contact to help identify the most common fields that are used for classification and visibility.Contact Classification Tags:Assignment & Visibility Tags:
Automatically created from Wealthbox contact type field
Generated from Wealthbox record type classification
Synced from Wealthbox contact status field
Created from Wealthbox source tracking information
Generated from Wealthbox gender field (if populated)
Mapped from Wealthbox user assignments to team member names
Created from Wealthbox visibility permissions and user groups
All existing tags from Wealthbox are preserved and synced
Generated for contacts that belong to households (if applicable)
Custom fields (optional)
Custom fields (optional)
If you select to sync custom fields, all custom fields will be synced to CurrentClient as well.
Custom field setup: Contact support to configure custom field mappings that fit your specific Wealthbox setup and business needs.
Conversation notes sync
Learn how your CurrentClient conversations automatically become notes in Wealthbox:Conversation summaries: CurrentClient can automatically create conversation summaries that get added as notes to your Wealthbox client records.