Wealthbox to Azure Synapse Integration
AI-first ETL from Wealthbox into Azure Synapse. Governed entities, incremental sync, typed landing tables.
How Datrise loads Wealthbox into Azure Synapse
Datrise syncs Wealthbox's contacts, households, opportunities, workflows, tasks, and notes into Azure Synapse as a typed table per source entity. Flexible or custom fields land in NVARCHAR(MAX) JSON columns, and timestamps such as created, updated, and status changes are typed as datetime2.
Sync is incremental: Datrise uses COPY into staging, then a MERGE on stable id, so re-runs update only what changed. Hash distribution on the join id with date partitioning on facts. Synapse dedicated pools reward good hash-distribution choices, so Datrise distributes on entity ids to avoid data-movement-heavy joins.
Ideal for Azure analytics estates feeding Power BI.
Endpoints
Wealthbox: Advisor CRM for client households and workflows.
Azure Synapse: Microsoft analytics workspace with SQL pools.
How Wealthbox entities map to Azure Synapse
| Wealthbox entity | Azure Synapse object | Notes |
|---|---|---|
| contacts | wealthbox_contacts | id PK · custom fields → NVARCHAR(MAX) 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 Azure Synapse?
Flexible values are stored as NVARCHAR(MAX) JSON columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Azure Synapse types.
How does the Wealthbox to Azure Synapse sync stay up to date?
It runs incrementally — Datrise uses COPY into staging, then a MERGE on stable id.
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Early access
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