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
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 |