Leadcenter Wealthbox Contact Field Mapping

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Leadcenter Wealthbox Contact Field Mapping

When contacts are synced from LeadCenter to Wealthbox, the following fields are mapped between the two systems. This article provides a comprehensive reference for understanding how your LeadCenter contact data translates to Wealthbox contact records.

Basic Contact Information

LeadCenter Field	Wealthbox Field	Notes
Salutation (name)	`prefix`	The salutation/title (e.g., Mr., Mrs., Dr.)
First Name	`first_name`	Contact's first name
Middle Name	`middle_name`	Contact's middle name
Last Name	`last_name`	Contact's last name
Nickname	`nickname`	Contact's preferred nickname
Marital Status (name)	`marital_status`	Marital status from the marital status lookup
Job Title	`job_title`	Contact's professional job title
Company	`company_name`	Company or organization name
Notes	`background_information`	HTML tags are stripped from notes before syncing
Source (name)	`contact_source`	Lead source name (defaults to "Unknown Source" if not set)
Client Status (name)	`contact_type`	Client status from Financial Advisor details
Gender (name)	`gender`	Gender from the gender lookup
Date of Birth	`birth_date`	Contact's date of birth

Addresses

Addresses are synced as an array of street_addresses objects. Each address includes:

LeadCenter Field	Wealthbox Field	Notes
Address Line 1	`street_line_1`	Primary street address
Address Line 2	`street_line_2`	Secondary address line (apartment, suite, etc.)
City	`city`	City name
State (name)	`state`	State name from the state lookup
Zip Code	`zip_code`	Postal/ZIP code
Country (name)	`country`	Country name from the country lookup
Is Primary	`principal`	Boolean indicating if this is the primary address
Type	`kind`	Address type (Note: "Mailing" addresses are converted to "Other" in Wealthbox)

Important Notes:

All addresses from LeadCenter are synced to Wealthbox
When updating existing contacts, addresses are matched by street_line_1 to preserve Wealthbox address IDs
The kind field preserves the address type (e.g., Home, Work, Other), except "Mailing" which is converted to "Other"

Email Addresses

Email addresses are synced as an array of email_addresses objects. Each email includes:

LeadCenter Field	Wealthbox Field	Notes
Email	`address`	The email address value
Is Primary	`principal`	Boolean indicating if this is the primary email
Type	`kind`	Email type (e.g., Personal, Work)

Important Notes:

All email addresses from LeadCenter are synced to Wealthbox
When updating existing contacts, emails are matched by address value to preserve Wealthbox email IDs

Phone Numbers

Phone numbers are synced as an array of phone_numbers objects. Each phone number includes:

LeadCenter Field	Wealthbox Field	Notes
Phone	`address`	The phone number value
Is Primary	`principal`	Boolean indicating if this is the primary phone number
Type	`kind`	Phone type (e.g., Mobile, Home, Work)

Important Notes:

All phone numbers from LeadCenter are synced to Wealthbox
When updating existing contacts, phone numbers are matched by address value to preserve Wealthbox phone IDs

LeadCenter Field	Wealthbox Field	Notes
Tag Name	`name`	The tag name

Sync Behavior

Creating New Contacts

When a new contact is created in LeadCenter and auto-sync is enabled, all contact fields, addresses, emails, phone numbers, and tags are pushed to Wealthbox as a new contact record.

Updating Existing Contacts

When an existing contact is updated in LeadCenter:

Basic contact information fields are updated directly
Addresses, emails, phone numbers, and tags are matched by their respective identifiers (address line 1, email address, phone number, tag name) to preserve Wealthbox IDs
If a matching record exists in Wealthbox, it's updated; otherwise, a new record is created

Field Mapping Rules

Null/Empty Values: Empty or null values in LeadCenter are passed as-is to Wealthbox
Relationship Fields: Fields that reference lookup tables (e.g., Salutation, Marital Status, Gender) use the name property of the related model
HTML Content: Notes are stripped of HTML tags before syncing to background_information
Default Values: If a source is not set, contact_source defaults to "Unknown Source"

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