Wealthbox to MySQL Integration

How Datrise loads Wealthbox into MySQL

Datrise syncs Wealthbox's contacts, households, opportunities, workflows, tasks, and notes into MySQL as a typed table per source entity. Flexible or custom fields land in JSON columns, and timestamps such as created, updated, and status changes are typed as DATETIME/TIMESTAMP.

Sync is incremental: Datrise uses a watermark on updated-at, applied with INSERT … ON DUPLICATE KEY UPDATE, so re-runs update only what changed. Optional RANGE partitioning by load date. MySQL collation matters for CRM text, so Datrise lands utf8mb4 to preserve emoji and non-Latin characters.

Ideal for operational reporting and app databases already standardized on MySQL.

Endpoints

Wealthbox: Advisor CRM for client households and workflows.

MySQL: Widely used OSS relational engine (InnoDB).

How Wealthbox entities map to MySQL

Wealthbox entity	MySQL object	Notes
contacts	`wealthbox_contacts`	id PK · custom fields → JSON columns
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 MySQL?

Flexible values are stored as JSON columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native MySQL types.

How does the Wealthbox to MySQL sync stay up to date?

It runs incrementally — Datrise uses a watermark on updated-at, applied with INSERT … ON DUPLICATE KEY UPDATE.

Related pipelines

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