Data sync
How data flows between CurrentClient and Wealthbox, including which contacts, notes, and activity sync and how to keep both systems consistent
Updated September 6, 2026
How data syncs with Wealthbox#
Understanding what data flows between CurrentClient and Wealthbox helps you make the most of the integration.
Data flow overview#
What syncs from Wealthbox to CurrentClient?#
Names, phone numbers, email and address information
Existing client tags and interaction history
Contact type and status
Any custom fields you setup and want to sync to CurrentClient
What syncs from CurrentClient to Wealthbox?#
Complete message threads with timestamps
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.