---
title: 'eSOLVER + Wealthbox'
url: 'https://www.staging38.commercient.com/product/esolver-wealthbox/'
date: '2026-06-19T10:18:41-04:00'
modified: '2026-06-19T10:18:41-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects eSOLVER to Wealthbox, giving your team access to eSOLVER 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 eSOLVER and Wealthbox, syncing customer, order and operational data between the ERP and Wealthbox. The connection helps teams maintain accurate data across eSOLVER and Wealthbox without separate reconciliation processes.

## What syncs

- Import Wealthbox Data into eSOLVER Records
- Connect eSOLVER Price Lists to Wealthbox
- Sync eSOLVER Vendors to Wealthbox
- Export eSOLVER Purchase Orders to Wealthbox
- Connect eSOLVER Payments to Wealthbox
- Sync eSOLVER Credit Notes to Wealthbox

## Why Commercient

### Vendor and supplier management

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

### Pricing and rates management

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

### Account and contact management

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

### Reporting and data visibility

Sync eSOLVER transactional data to Wealthbox so teams have the information they need for reporting, planning and operational decisions.

## About eSOLVER

eSOLVER is an ERP platform for Japanese manufacturing and distribution businesses, managing production, inventory, purchasing, sales and financial operations.

## About Wealthbox

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

## Frequently asked questions

### Can eSOLVER Items and Inventory sync to Wealthbox?

Yes, Commercient can sync eSOLVER 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 eSOLVER and Wealthbox?

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

### Can eSOLVER Price Lists sync to Wealthbox?

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

### Can eSOLVER Vendors and Purchase Orders sync to Wealthbox?

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

### How is the eSOLVER and Wealthbox integration scoped and implemented?

Commercient scopes each integration based on the customer's eSOLVER and Wealthbox configuration, the objects to be synced and the required sync direction. Timelines and supported objects are agreed during the scoping process.