Wealthbox → Databricks SQL Warehouse
AI-first ETL from Wealthbox into Databricks SQL Warehouse. Governed entities, incremental sync, typed landing tables.
How Datrise loads Wealthbox into Databricks SQL Warehouse
Datrise syncs Wealthbox's contacts, accounts, deals, activities, and lifecycle events into Databricks SQL Warehouse as a Delta Lake table per source entity. Flexible or custom fields land in VARIANT or STRUCT columns, and timestamps such as created, updated, and status changes are typed as TIMESTAMP.
Sync is incremental: Datrise uses a Delta MERGE on stable id, with change history available via time travel, so re-runs update only what changed. Delta partitioning by load date with OPTIMIZE/Z-ORDER on query keys. Datrise writes Unity Catalog–governed Delta tables, so lineage and permissions are managed centrally rather than per-notebook.
Ideal for lakehouse analytics and ML feature tables on Databricks.
Endpoints
Wealthbox: Financial advisor CRM for clients, households, and compliance workflows.
Databricks SQL Warehouse: Lakehouse SQL endpoints over Delta tables.
How Wealthbox entities map to Databricks SQL Warehouse
| Wealthbox entity | Databricks SQL Warehouse object | Notes |
|---|---|---|
| contacts | wealthbox_contacts | id PK · custom fields → VARIANT or STRUCT columns |
| accounts | wealthbox_accounts | id PK · linked to wealthbox_contacts |
| deals | wealthbox_deals | id PK · linked to wealthbox_contacts |
| activities | wealthbox_activities | TIMESTAMP events |
FAQ
How does Datrise handle Wealthbox's custom fields in Databricks SQL Warehouse?
Flexible values are stored as VARIANT or STRUCT columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Databricks SQL Warehouse types.
How does the Wealthbox to Databricks SQL Warehouse sync stay up to date?
It runs incrementally — Datrise uses a Delta MERGE on stable id, with change history available via time travel.
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Early access
Connect Wealthbox to Databricks SQL Warehouse the easy way
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