---
title: 'Comarch ERP Optima + Wealthbox'
url: 'https://www.staging38.commercient.com/product/comarch-erp-optima-wealthbox/'
date: '2026-06-19T10:04:29-04:00'
modified: '2026-06-19T10:04:29-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Comarch ERP Optima to Wealthbox, giving your team access to Comarch ERP Optima data directly within Wealthbox. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Comarch ERP Optima and Wealthbox, syncing customer, order and operational data between the ERP and Wealthbox. Teams get a connected view of business data across Comarch ERP Optima and Wealthbox with consistent records on both sides.

## What syncs

- Sync Comarch ERP Optima Credit Notes to Wealthbox
- Update Comarch ERP Optima Customers from Wealthbox Data
- Import Wealthbox Records into Comarch ERP Optima as New Entries
- Sync Comarch ERP Optima Customers to Wealthbox Account Records
- Export Comarch ERP Optima Sales Orders and Invoices to Wealthbox
- Update Wealthbox with Comarch ERP Optima Items and Inventory Data

## Why Commercient

### Purchase order management

Export Comarch ERP Optima Purchase Orders to Wealthbox so procurement and operations teams can manage purchasing from either system with consistent data.

### Payment and cash management

Sync Comarch ERP Optima Payments and receipt data to Wealthbox so financial records and customer payment status are current in both platforms.

### Quote and estimate management

Connect Comarch ERP Optima Quotes to Wealthbox so quoting activity is visible and consistent across both systems for sales and operations.

### Customer data alignment

Sync Comarch ERP Optima Customers to Wealthbox so both platforms share accurate and up-to-date customer information for operations and account management.

## About Comarch ERP Optima

Comarch ERP Optima is a business management system for small and mid-size companies in Poland, managing accounting, inventory, sales, HR and CRM functions.

## About Wealthbox

Wealthbox is a CRM platform for financial advisors, managing client relationships, tasks, notes, activities, opportunities and team collaboration.

## Frequently asked questions

### Can Comarch ERP Optima Invoices data sync to Wealthbox?

Yes, Commercient can sync Comarch ERP Optima Invoices data to Wealthbox when included in scope. Exact field mapping, sync frequency and object coverage are configured per project.

### Can new records created in Wealthbox be imported into Comarch ERP Optima?

Commercient can support importing new records created in Wealthbox into Comarch ERP Optima when included in the integration scope. Direction and object coverage depend on project configuration.

### What support does Commercient provide after go-live?

Commercient provides ongoing support for the Comarch ERP Optima and Wealthbox integration after go-live. Support coverage and response times depend on the customer's support plan and service level agreement.

### What data can Commercient connect between Comarch ERP Optima and Wealthbox?

Commercient can connect Comarch ERP Optima and Wealthbox to sync data such as Customers, Items, Inventory, Sales Orders and Invoices. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Comarch ERP Optima Customers sync to Wealthbox automatically?

Yes, Commercient can sync Comarch ERP Optima Customers to Wealthbox so both platforms share consistent account data. Exact field mapping and sync frequency are configured per project.