Wealthbox to Supabase Integration
AI-first ETL from Wealthbox into Supabase. Governed entities, incremental sync, typed landing tables.
How Datrise loads Wealthbox into Supabase
Datrise syncs Wealthbox's contacts, households, opportunities, workflows, tasks, and notes into Supabase as a typed table per source entity in your Supabase Postgres. Flexible or custom fields land in jsonb columns, and timestamps such as created, updated, and status changes are typed as timestamptz.
Sync is incremental: Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE, so re-runs update only what changed. Optional declarative partitioning for high-volume tables. Datrise lands into a dedicated schema and leaves row-level security to you, so synced tables don't inherit public access by accident.
Ideal for app builders who want CRM data alongside their Supabase product data.
Endpoints
Wealthbox: Advisor CRM for client households and workflows.
Supabase: Postgres platform with auth, storage, and realtime APIs.
How Wealthbox entities map to Supabase
| Wealthbox entity | Supabase object | Notes |
|---|---|---|
| contacts | wealthbox_contacts | id PK · custom fields → jsonb 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 Supabase?
Flexible values are stored as jsonb columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Supabase types.
How does the Wealthbox to Supabase sync stay up to date?
It runs incrementally — Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE.
Related pipelines
More destinations for Wealthbox
More sources for Supabase
Early access
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