Wealthbox → Metabase
AI-first ETL from Wealthbox into Metabase. Governed entities, incremental sync, typed landing tables.
How Datrise loads Wealthbox into Metabase
Datrise syncs Wealthbox's contacts, accounts, deals, activities, and lifecycle events into Metabase as clean SQL tables Metabase auto-discovers. Flexible or custom fields land in flattened columns for the question builder, and timestamps such as created, updated, and status changes are typed as temporal columns for trends.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts for large questions. Metabase auto-scans schemas, so Datrise uses readable table and column names so the no-code UI stays self-explanatory.
Ideal for self-serve questions and dashboards for whole teams.
Endpoints
Wealthbox: Financial advisor CRM for clients, households, and compliance workflows.
Metabase: Open-source analytics with questions, dashboards, and embedded insights.
How Wealthbox entities map to Metabase
| Wealthbox entity | Metabase object | Notes |
|---|---|---|
| contacts | wealthbox_contacts | id PK · custom fields → flattened columns for the question builder |
| accounts | wealthbox_accounts | id PK · linked to wealthbox_contacts |
| deals | wealthbox_deals | id PK · linked to wealthbox_contacts |
| activities | wealthbox_activities | temporal columns for trends events |
FAQ
How does Datrise handle Wealthbox's custom fields in Metabase?
Flexible values are stored as flattened columns for the question builder, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Metabase types.
How does the Wealthbox to Metabase sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
Related pipelines
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Early access
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