Wealthbox → ThoughtSpot
AI-first ETL from Wealthbox into ThoughtSpot. Governed entities, incremental sync, typed landing tables.
How Datrise loads Wealthbox into ThoughtSpot
Datrise syncs Wealthbox's contacts, accounts, deals, activities, and lifecycle events into ThoughtSpot as warehouse tables ThoughtSpot indexes for search. Flexible or custom fields land in flattened columns for searchable fields, and timestamps such as created, updated, and status changes are typed as date/time columns.
Sync is incremental: Datrise uses incremental refresh of the indexed tables, so re-runs update only what changed. Date-partitioned facts for live-query performance. ThoughtSpot search relies on clear names and relationships, so Datrise lands well-named, joinable tables.
Ideal for natural-language search analytics over a warehouse.
Endpoints
Wealthbox: Financial advisor CRM for clients, households, and compliance workflows.
ThoughtSpot: Search-driven analytics with AI-assisted insights on warehouse data.
How Wealthbox entities map to ThoughtSpot
| Wealthbox entity | ThoughtSpot object | Notes |
|---|---|---|
| contacts | wealthbox_contacts | id PK · custom fields → flattened columns for searchable fields |
| 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 ThoughtSpot?
Flexible values are stored as flattened columns for searchable fields, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native ThoughtSpot types.
How does the Wealthbox to ThoughtSpot sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the indexed tables.
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Early access
Connect Wealthbox to ThoughtSpot the easy way
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