---
title: 'ECI Trimergo + Wealthbox'
url: 'https://www.staging38.commercient.com/product/eci-trimergo-wealthbox/'
date: '2026-06-19T10:14:05-04:00'
modified: '2026-06-19T10:14:05-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects ECI Trimergo to Wealthbox, giving your team access to ECI Trimergo 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 ECI Trimergo and Wealthbox, syncing customer, order and operational data between the ERP and Wealthbox. This reduces the need for duplicate data entry by keeping key records synchronised across both systems.

## What syncs

- Sync ECI Trimergo Inventory to Wealthbox
- Import Wealthbox Data into ECI Trimergo Records
- Connect ECI Trimergo Price Lists to Wealthbox
- Sync ECI Trimergo Vendors to Wealthbox
- Export ECI Trimergo Purchase Orders to Wealthbox
- Connect ECI Trimergo Payments to Wealthbox

## Why Commercient

### Financial data management

Connect ECI Trimergo Invoices and financial records to Wealthbox to support accurate reporting and data management across both systems.

### Vendor and supplier management

Sync ECI Trimergo Vendors and Purchase Orders to Wealthbox so procurement data is consistent and available in both platforms.

### Pricing and rates management

Connect ECI Trimergo Price Lists to Wealthbox so pricing data stays current and consistent across both systems without manual updates.

### Account and contact management

Keep ECI Trimergo Customers and Contacts aligned with Wealthbox account records so all customer-facing teams work from the same data.

## About ECI Trimergo

ECI Trimergo is project-based ERP software for custom manufacturers and engineering companies, managing quoting, project costing, production, purchasing and financials.

## About Wealthbox

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

## Frequently asked questions

### How often does the ECI Trimergo and Wealthbox integration sync?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time options depend on system capabilities and project scope.

### Can ECI Trimergo Items and Inventory sync to Wealthbox?

Yes, Commercient can sync ECI Trimergo Items and Inventory to Wealthbox so product data and stock information are current in both systems. Exact mapping depends on project scope.

### Does Commercient support two-way sync between ECI Trimergo and Wealthbox?

Commercient can support bidirectional sync between ECI Trimergo and Wealthbox when configured. Exact two-way capabilities depend on the systems involved and the integration scope.

### Can ECI Trimergo Price Lists sync to Wealthbox?

Commercient can sync ECI Trimergo Price Lists to Wealthbox when included in scope. Exact pricing sync capabilities depend on how pricing is structured in ECI Trimergo and how Wealthbox accepts pricing data.

### Can ECI Trimergo Vendors and Purchase Orders sync to Wealthbox?

Commercient can support syncing ECI Trimergo Vendors and Purchase Orders to Wealthbox when relevant to the integration workflow. Exact capabilities depend on both systems and the project scope.