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.
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.
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
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
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

Knowledge Base

Docupace Integration

What does it do?

How to enable the integration

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

How are the fields mapped between Wealthbox and Docupace?