Wealthbox to MongoDB Integration
AI-first ETL from Wealthbox into MongoDB. Governed entities, incremental sync, typed landing tables.
How Datrise loads Wealthbox into MongoDB
Datrise syncs Wealthbox's contacts, households, opportunities, workflows, tasks, and notes into MongoDB as a collection per source entity. Flexible or custom fields land in native nested documents, and timestamps such as created, updated, and status changes are typed as BSON Date.
Sync is incremental: Datrise uses upserts by stable id with updateOne(upsert) on the source primary key, so re-runs update only what changed. Optional sharding on the entity id for large collections. Mongo has no fixed schema, so Datrise keeps field types consistent across documents to avoid mixed-type query surprises.
Ideal for document-oriented apps that want CRM data in their existing Mongo store.
Endpoints
Wealthbox: Advisor CRM for client households and workflows.
MongoDB: Document database for flexible schemas.
How Wealthbox entities map to MongoDB
| Wealthbox entity | MongoDB object | Notes |
|---|---|---|
| contacts | wealthbox_contacts | id PK · custom fields → native nested documents |
| 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 MongoDB?
Flexible values are stored as native nested documents, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native MongoDB types.
How does the Wealthbox to MongoDB sync stay up to date?
It runs incrementally — Datrise uses upserts by stable id with updateOne(upsert) on the source primary key.
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