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.
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.
Contact your Docupace account owner and provide them with the alias. Without configuring an alias, this integration will not work. This alias is private to you, and unique to your Wealthbox user. It must be entered as an alias in Docupace by your Docupace administrator to connect the two systems.
Set the default destination:
Starting Point will launch into Docupace's "Starting Point" for form pre-fill
Client Folder will create/update client folders in Docupace with information from Wealthbox
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:
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.
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 |
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Name: Last Name | Last Name | Last Name | Last Name |
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Name: Prefix | Prefix | Does not map | Does not map |
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Name: Suffix | Suffix | Suffix | Suffix |
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Name: Middle Name | Middle Name | Middle Name | Middle Name |
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Date of Birth | Date of Birth | DOB | DOB |
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SSN | SSN/TIN | TIN/SSN | TIN/SSN | Value maps, but not type (SSN/TIN) |
Phone Number (Primary) | Daytime Phone | Home Phone | Home Phone |
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Email Address (Primary) |
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Home Address | Home Address | Legal Address | Legal Address |
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Street Line 1 | Home Address | Legal Address | Legal Address |
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Street Line 2 | Home Address Line 2 | Does not map | Legal Address Line2 |
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City | Home Address Zip | Legal Address Zip | Legal Address Zip |
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State | Home Address State | Legal Address State | Legal Address State |
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Zip | Home Address Zip | Legal Address Zip | Legal Address Zip |
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Country | Home Address Country | Legal Address Country | Legal Address Country |
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Mailing Address | Mailing Address | Mailing Address | Mailing Address |
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Street Line 1 | Mailing Address | Mailing Address | Mailing Address |
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Street Line 2 | Mailing Address Line 2 | Does not map | Does not map |
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City | Mailing Address Zip | Mailing Address Zip | Mailing Address Zip |
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State | Mailing Address State | Mailing Address State | Mailing Address State |
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Zip | Mailing Address Zip | Mailing Address Zip | Mailing Address Zip |
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Country | Mailing Address Country | Mailing Address Country | Mailing Address Country |
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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 |
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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 |
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Street Line 2 | Employer Address Line 2 | Does not map | Does not map |
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City | Employer Address Zip | Does not map | Does not map |
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State | Employer Address State | Does not map | Does not map |
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Zip | Employer Address Zip | Does not map | Does not map |
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Country | Employer Address Country | Does not map | Does not map |
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