Data sync
Understanding how data flows between CurrentClient and Wealthbox
How data syncs with Wealthbox#
Understanding what data flows between CurrentClient and Wealthbox helps you make the most of the integration.
Sync frequency: Data is refreshed every morning.
Data flow overview#
What syncs from Wealthbox to CurrentClient?#
Contact information
Names, phone numbers, email and address information
Contact tags
Existing client tags and interaction history
Contact type and status
Contact type and status
Any custom fields
Any custom fields you setup and want to sync to CurrentClient
What syncs from CurrentClient to Wealthbox?#
Text conversations
Complete message threads with timestamps
Call records
Call logs with duration and notes
Detailed field mapping#
Here's exactly what data syncs from Wealthbox to CurrentClient:
Conversation notes sync#
Learn how your CurrentClient conversations automatically become notes in Wealthbox:
Conversation summaries: CurrentClient can automatically create conversation summaries that get added as notes to your Wealthbox client records.