Introduction: This guide explains how fields are mapped between Wealthbox and Docupace.

Date	Changes

Date	Changes
August 2022	Initial Version
November 2022	Updated Wealthbox values synchronized to Docupace

Overview

The Wealthbox-Docupace integration allows users to send information from Wealthbox to Docupace in order to:

Create new Client Folders
Update information in existing Client Folders
Create Work Items

Instructions on how to do this are outlined in the Wealthbox Integration Guide.

Mapping between Wealthbox and Docupace Objects

Even though Wealthbox and Docupace use different field/object names, the fields contain the same information. Each table in this section identifies the name you will see in Wealthbox, Docupace Start, and the Client Folders.

Warning: Custom objects will not map to Docupace. Contact your site administrator if you feel something important is missing.

Identity

Note: For SSN, the value maps, but not type (SSN/TIN).

Wealthbox	Starting Point	Create Client Folder	Update Client Folder

Wealthbox	Starting Point	Create Client Folder	Update Client Folder
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
Gender	Gender	Gender	Gender
Marital status	Is Married?	Is Married?	Is Married?

Phone and Email

Wealthbox	Starting Point	Create Client Folder	Update Client Folder

Wealthbox	Starting Point	Create Client Folder	Update Client Folder
Phone Number (Primary)	Daytime Phone	Home Phone	Home Phone
Email Address (Primary)	Email	Email	Email

Home/Legal Address

Wealthbox	Starting Point	Create Client Folder	Update Client Folder

Wealthbox	Starting Point	Create Client Folder	Update Client Folder
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 Line 2
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

Wealthbox	Starting Point	Create Client Folder	Update Client Folder

Wealthbox	Starting Point	Create Client Folder	Update Client Folder
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

Employment Information

.

Wealthbox	Starting Point	Create Client Folder	Update Client Folder

Wealthbox	Starting Point	Create Client Folder	Update Client Folder
Company	Employer Name/ Company Name	Employer Name/ Company Name	Employer Name/ Company Name
Company Address	Employer Address	Company Address	Company Address
Street Line 1	Employer Address	Company Address	Company Address
Occupation	Occupation	Client Occupation	Client Occupation
Occupation Start Date	Does not map	Does not map	Does not map
Retirement Date	Does not map	Does not map	Does not map

Estimated Tax Information

Wealthbox	Starting Point	Create Client Folder	Update Client Folder

Wealthbox	Starting Point	Create Client Folder	Update Client Folder
Adjusted Gross Income	Does not map	Employment Income	Employment Income
Estimated Taxes	Does not map	Does not map	Does not map
Confirmed By Tax Return	Does not map	Does not map	Does not map
Tax Year	Does not map	Does not map	Does not map
Tax Bracket	Does not map	Does not map	Does not map

Other Information

Wealthbox	Starting Point	Create Client Folder	Update Client Folder

Wealthbox	Starting Point	Create Client Folder	Update Client Folder
Drivers License Number	Does not map	Government ID	Government ID
Drivers License State	Does not map	ID Issue State	ID Issue State
Drivers License Issued Date	Does not map	ID Issue Date	ID Issue Date
Drivers License Expires Date	Does not map	ID Expiration Date	ID Expiration Date
Birth Place	Does not map	Does not map	Does not map
Maiden Name	Does not map	Does not map	Does not map
Passport Number	Does not map	Government ID	Government ID
Green Card Number	Does not map	Does not map	Does not map
Personal Interests	Does not map	Does not map	Does not map

Related Pages

Page:
R2 2021 Release Notes (Release Notes)
Page:
Navigating to Quick Start (Docupace Platform User Guides)
Page:
Quick Start Overview (Docupace Platform User Guides)
Page:
Wealthbox Field Mapping (Docupace Platform User Guides)
Page:
Wealthbox Integration (Docupace Platform User Guides)

Wealthbox Field Mapping