Wealthbox → Spreadsheets
AI-first ETL from Wealthbox into Spreadsheets. Governed entities, incremental sync, typed landing tables.
How Datrise loads Wealthbox into Spreadsheets
Datrise syncs Wealthbox's contacts, accounts, deals, activities, and lifecycle events into Spreadsheets as a tab per source entity. Flexible or custom fields land in JSON-stringified cells for nested fields, and timestamps such as created, updated, and status changes are typed as ISO-8601 text or serial date cells.
Sync is incremental: Datrise uses refreshes the tab's rows each run, preserving header order, so re-runs update only what changed. Sheets caps out around the low millions of cells, so Datrise lands a curated column set rather than every raw field.
Ideal for lightweight, shareable reporting for non-technical teams.
Endpoints
Wealthbox: Financial advisor CRM for clients, households, and compliance workflows.
Spreadsheets: Business-friendly spreadsheet destination for collaborative analysis.
How Wealthbox entities map to Spreadsheets
| Wealthbox entity | Spreadsheets object | Notes |
|---|---|---|
| contacts | wealthbox_contacts | id PK · custom fields → JSON-stringified cells for nested fields |
| accounts | wealthbox_accounts | id PK · linked to wealthbox_contacts |
| deals | wealthbox_deals | id PK · linked to wealthbox_contacts |
| activities | wealthbox_activities | ISO-8601 text or serial date cells events |
FAQ
How does Datrise handle Wealthbox's custom fields in Spreadsheets?
Flexible values are stored as JSON-stringified cells for nested fields, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Spreadsheets types.
How does the Wealthbox to Spreadsheets sync stay up to date?
It runs incrementally — Datrise uses refreshes the tab's rows each run, preserving header order.
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Early access
Connect Wealthbox to Spreadsheets the easy way
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