Wealthbox → Spotfire
AI-first ETL from Wealthbox into Spotfire. Governed entities, incremental sync, typed landing tables.
How Datrise loads Wealthbox into Spotfire
Datrise syncs Wealthbox's contacts, accounts, deals, activities, and lifecycle events into Spotfire as warehouse tables or in-memory data for Spotfire analyses. Flexible or custom fields land in flattened columns for visualizations, and timestamps such as created, updated, and status changes are typed as date/time columns.
Sync is incremental: Datrise uses incremental refresh of the connected tables or in-memory data, so re-runs update only what changed. Date-partitioned facts. Spotfire can load data in-memory, so Datrise keeps the backing tables incremental so analyses refresh without full reloads.
Ideal for interactive analytical visualization and data science.
Endpoints
Wealthbox: Financial advisor CRM for clients, households, and compliance workflows.
Spotfire: Visual analytics platform for interactive dashboards and data science workflows.
How Wealthbox entities map to Spotfire
| Wealthbox entity | Spotfire object | Notes |
|---|---|---|
| contacts | wealthbox_contacts | id PK · custom fields → flattened columns for visualizations |
| accounts | wealthbox_accounts | id PK · linked to wealthbox_contacts |
| deals | wealthbox_deals | id PK · linked to wealthbox_contacts |
| activities | wealthbox_activities | date/time columns events |
FAQ
How does Datrise handle Wealthbox's custom fields in Spotfire?
Flexible values are stored as flattened columns for visualizations, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Spotfire types.
How does the Wealthbox to Spotfire sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables or in-memory data.
Related pipelines
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More sources for Spotfire
Early access
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