Skip to main content
All CollectionsIntegrations
Docupace Integration
Docupace Integration

Enable the Docupace integration so you can create client folders and pre-fill forms in Docupace to speed up the account opening process

Wealthbox Team avatar
Written by Wealthbox Team
Updated over a month ago

Please note: Wealthbox is supported in Docupace's Summer 2020 release. Depending on your Docupace version, you may need to contact your Docupace administrator to help you upgrade before you can use this integration.

What does it do?

The integration between Wealthbox and Docupace allows users to send information from Wealthbox to either the "Starting Point" or "Client Folder" destination in Docupace. Starting Point will launch into Docupace's form-prefill solution, while Client Folder will create or update clients within Docupace using information from Wealthbox.

How to enable the integration

From the three-dot menu in the top right corner of Wealthbox click on "Applications', then locate the Docupace item and click the "Settings" button as shown in the below screenshot; or click this link: Enable Docupace integration.

From there, follow the steps to enable the integration in Wealthbox.

  1. Enter your Docupace URL. This is most easily done by visiting the page you use to log in to Docupace and copying the URL directly from the address bar, then pasting it into Wealthbox.

  2. To enable integration, enter your alias in the WealthBox API Credentials section of the User Settings page within your Docupace account. This alias is unique to your WealthBox user and must be configured to connect both systems. Without setting this private alias, the integration will not function properly.

  3. Set the default destination:

    1. Starting Point will launch into Docupace's "Starting Point" for form pre-fill

    2. Client Folder will create/update client folders in Docupace with information from Wealthbox

  4. Toggle the integration to "Enable" and click the "Save" button.

You can now use the "Send to" menu from a contact record page to send that contact's details to Docupace:

How is data updated when sent to the Client Folder in Docupace?

A new client folder will be created unless:

  1. There is an existing client folder in Docupace where the SSN matches the contact's SSN being sent from Wealthbox. In that case, Docupace will receive the information from Wealthbox and update the client folder with that information.

  2. When Wealthbox has already sent the client to Docupace. Wealthbox will find that record based on the CRM Identifier on the client folder in Docupace and will update the client folder with information from Wealthbox.

How are the fields mapped between Wealthbox and Docupace?

Wealthbox

Docupace Starting Point

Docupace Create Client Folder

Docupace Update Client Folder

Notes

Name: First Name

First Name

First Name

First Name

Name: Last Name

Last Name

Last Name

Last Name

Name: Prefix

Prefix

Does not map

Does not map

Name: Suffix

Suffix

Suffix

Suffix

Name: Middle Name

Middle Name

Middle Name

Middle Name

Date of Birth

Date of Birth

DOB

DOB

SSN

SSN/TIN

TIN/SSN

TIN/SSN

Value maps, but not type (SSN/TIN)

Phone Number (Primary)

Daytime Phone

Home Phone

Home Phone

Email Address (Primary)

Email

Email

Email

Home Address

Home Address

Legal Address

Legal Address

Street Line 1

Home Address

Legal Address

Legal Address

Street Line 2

Home Address Line 2

Does not map

Legal Address Line2

City

Home Address Zip

Legal Address Zip

Legal Address Zip

State

Home Address State

Legal Address State

Legal Address State

Zip

Home Address Zip

Legal Address Zip

Legal Address Zip

Country

Home Address Country

Legal Address Country

Legal Address Country

Mailing Address

Mailing Address

Mailing Address

Mailing Address

Street Line 1

Mailing Address

Mailing Address

Mailing Address

Street Line 2

Mailing Address Line 2

Does not map

Does not map

City

Mailing Address Zip

Mailing Address Zip

Mailing Address Zip

State

Mailing Address State

Mailing Address State

Mailing Address State

Zip

Mailing Address Zip

Mailing Address Zip

Mailing Address Zip

Country

Mailing Address Country

Mailing Address Country

Mailing Address Country

Company

Employer Name / Company Name

Employer Name / Company Name

Employer Name / Company Name

Maps from the contact’s Company record’s “Name” in Wealthbox

Occupation

Occupation

Client Occupation

Client Occupation

Company Address

Employer Address

Company Address

Company Address

Maps from the contact’s “Work” address and falls back to Company record’s “Address” fields in Wealthbox

Street Line 1

Employer Address

Company Address

Company Address

Street Line 2

Employer Address Line 2

Does not map

Does not map

City

Employer Address Zip

Does not map

Does not map

State

Employer Address State

Does not map

Does not map

Zip

Employer Address Zip

Does not map

Does not map

Country

Employer Address Country

Does not map

Does not map

Did this answer your question?