What does it do?

The integration between Wealthbox and Orion allows users to send contact details from Wealthbox seamlessly into Orion Connect.

How do I enable the integration?

Please follow the steps here to enable the Orion integration within Wealthbox.

How does it work?

You can now use the "Send To" menu from a contact record page within Wealthbox to send contact details to Orion. This integration lets you create new clients that are not yet in Orion and update existing Orion clients. When creating a new client, Wealthbox will automatically link the client between the two platforms after the user sends the client to Orion.

“Send To” Menu

Send To

The user is required to select the Orion “Representative” on the Wealthbox “Send To Orion” screen. If the Wealthbox contact is linked to multiple Orion clients then the user will also have to select the Orion client they want to update.

“Send to Orion” Preview

How are the fields mapped between Wealthbox and Orion?

Wealthbox

Orion

Notes

Name: First Name

First Name

Required

Name: Last Name

Last Name

Required

Job Title

Job Title

Company

Company

Primary Email Address

Email Address

Support for one email only

Work Phone

Work Phone

Ext. can be sent

Home Phone

Home Phone

Ext. can be sent

Mobile Phone

Mobile Phone

Vacation Phone

Other

Ext. can be sent

Fax

Fax

Ext. can be sent

Mailing Address

Mailing Address

Street Line 1

Street Line 1

Street Line 2

Street Line 2

City

City

State

State

US Only

Zip

Zip

US Only

Country

Country

US Only

Birthdate

Birthday

SSN

SSN

Only updates for new clients

Representative

Primary Representative

Required

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