Understanding what data flows between CurrentClient and Wealthbox helps you make the most of the integration.

Tip: Sync frequency: Data is refreshed every morning.

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

Text conversations

Complete message threads with timestamps

Call records

Call logs with duration and notes

Here's exactly what data syncs from Wealthbox to CurrentClient:

Core contact fields

Basic Information:

FirstName string

Synced from Wealthbox first_name field

LastName string

Synced from Wealthbox last_name field

Nickname string

Synced from Wealthbox nickname field

BirthDate date

Synced from Wealthbox birth_date field

AvatarUrl string

Synced from Wealthbox image field (if not default person.png)

Contact Information:

Phone string

Primary phone number from Wealthbox contact

Email string

Primary email address from Wealthbox contact

Address Information:

Address1 string

Primary address street_line_1 from Wealthbox

Address2 string

Primary address street_line_2 from Wealthbox

City string

Primary address city from Wealthbox

State string

Primary address state from Wealthbox

Zip string

Primary address zip_code from Wealthbox

System tracking fields

These fields help maintain the connection between systems:

SourceId string

The unique Wealthbox contact ID for maintaining sync relationships

SourceType string

Always set to "WEALTHBOX" to identify the data source

SourceSyncFlow string

Unique identifier for the sync flow configuration

SourceMeta object

Contains reference IDs for maintaining data relationships: - SourceEmailId

Household information

If the contact belongs to a household in Wealthbox, these fields sync to maintain family and business relationships:

HouseholdId string

Unique household identifier from Wealthbox id

HouseholdName string

Household display name from Wealthbox name

HouseholdTitle string

Household title or description from Wealthbox title

Phone numbers

Every phone number from Wealthbox gets transferred as an array of phone objects:

Numbers array

Array of phone number objects, each containing:

Phone string

Cleaned and formatted phone number

Label string

Phone type classification (Mobile, Work, Home, etc.)

IsPreferred boolean

Whether this is the primary contact number for the client

Meta object

Source metadata including Wealthbox phone ID and type classification

Tags

CurrentClient automatically reads the tags from your Wealthbox contact and creates a matching tag on the CurrentClient contact.

Classification and Visibility

CurrentClient automatically creates the following tags from your Wealthbox contact to help identify the most common fields that are used for classification and visibility.

Contact Classification Tags:

Contact Type tag

Automatically created from Wealthbox contact type field

Record Type tag

Generated from Wealthbox record type classification

Household Title tag

Generated from Wealthbox household title field

Contact Status tag

Synced from Wealthbox contact status field

Contact Source tag

Created from Wealthbox source tracking information

Gender tag

Generated from Wealthbox gender field (if populated)

Assignment & Visibility Tags:

Assigned To tag

Mapped from Wealthbox user assignments to team member names

Visible To tag

Created from Wealthbox visibility permissions and user groups

Wealthbox Tags tag

All existing tags from Wealthbox are preserved and synced

Household Tags tag

Generated for contacts that belong to households (if applicable)

Custom fields (optional)

If you select to sync custom fields, all custom fields will be synced to CurrentClient as well.

Tip: Custom field setup: Contact support to configure custom field mappings that fit your specific Wealthbox setup and business needs.

Learn how your CurrentClient conversations automatically become notes in Wealthbox:

Note: Conversation summaries: CurrentClient can automatically create conversation summaries that get added as notes to your Wealthbox client records.