Wealthbox → Amazon QuickSight
AI-first ETL from Wealthbox into Amazon QuickSight. Governed entities, incremental sync, typed landing tables.
How Datrise loads Wealthbox into Amazon QuickSight
Datrise syncs Wealthbox's contacts, accounts, deals, activities, and lifecycle events into Amazon QuickSight as warehouse tables or a SPICE-loaded dataset. Flexible or custom fields land in flattened columns for analyses, and timestamps such as created, updated, and status changes are typed as date/time fields.
Sync is incremental: Datrise uses incremental refresh of the tables behind SPICE or direct query, so re-runs update only what changed. Date-partitioned facts to bound SPICE refresh. QuickSight SPICE is an in-memory copy, so Datrise keeps the backing tables incremental so refreshes stay cheap.
Ideal for AWS-native dashboards with pay-per-session pricing.
Endpoints
Wealthbox: Financial advisor CRM for clients, households, and compliance workflows.
Amazon QuickSight: AWS serverless BI with SPICE and embedded analytics.
How Wealthbox entities map to Amazon QuickSight
| Wealthbox entity | Amazon QuickSight object | Notes |
|---|---|---|
| contacts | wealthbox_contacts | id PK · custom fields → flattened columns for analyses |
| accounts | wealthbox_accounts | id PK · linked to wealthbox_contacts |
| deals | wealthbox_deals | id PK · linked to wealthbox_contacts |
| activities | wealthbox_activities | date/time fields events |
FAQ
How does Datrise handle Wealthbox's custom fields in Amazon QuickSight?
Flexible values are stored as flattened columns for analyses, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Amazon QuickSight types.
How does the Wealthbox to Amazon QuickSight sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the tables behind SPICE or direct query.
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Early access
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