Wealthbox to Looker Studio Integration
AI-first ETL from Wealthbox into Looker Studio. Governed entities, incremental sync, typed landing tables.
How Datrise loads Wealthbox into Looker Studio
Datrise syncs Wealthbox's contacts, households, opportunities, workflows, tasks, and notes into Looker Studio as warehouse tables Looker Studio connects to. Flexible or custom fields land in flattened columns for chart fields, and timestamps such as created, updated, and status changes are typed as date dimension columns.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned tables to keep extract refresh fast. Looker Studio performs best on pre-aggregated tables, so Datrise lands tidy, report-shaped tables rather than raw API payloads.
Ideal for free, shareable dashboards on Google data sources.
Endpoints
Wealthbox: Advisor CRM for client households and workflows.
Looker Studio: Google self-service dashboards and reporting (formerly Data Studio).
How Wealthbox entities map to Looker Studio
| Wealthbox entity | Looker Studio object | Notes |
|---|---|---|
| contacts | wealthbox_contacts | id PK · custom fields → flattened columns for chart fields |
| households | wealthbox_households | id PK · linked to wealthbox_contacts |
| opportunities | wealthbox_opportunities | id PK · linked to wealthbox_contacts |
| workflows | wealthbox_workflows | id PK · linked to wealthbox_contacts |
FAQ
How does Datrise handle Wealthbox's custom fields in Looker Studio?
Flexible values are stored as flattened columns for chart fields, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Looker Studio types.
How does the Wealthbox to Looker Studio sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
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Early access
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