---
title: 'Genius ERP + Wealthbox'
url: 'https://www.staging38.commercient.com/product/genius-erp-wealthbox/'
date: '2026-06-19T10:24:40-04:00'
modified: '2026-06-19T10:24:40-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Genius ERP to Wealthbox, giving your team access to Genius ERP 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 Genius ERP and Wealthbox, syncing customer, order and operational data between the ERP and Wealthbox. Teams can manage operations in their preferred platform while data stays aligned between Genius ERP and Wealthbox.

## What syncs

- Update Wealthbox with Genius ERP Items and Inventory Data
- Sync Genius ERP Inventory to Wealthbox
- Import Wealthbox Data into Genius ERP Records
- Connect Genius ERP Price Lists to Wealthbox
- Sync Genius ERP Vendors to Wealthbox
- Export Genius ERP Purchase Orders to Wealthbox

## Why Commercient

### Product and inventory management

Update Genius ERP Items and Inventory data in Wealthbox so teams have current product information available in both platforms.

### Financial data management

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

### Vendor and supplier management

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

### Pricing and rates management

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

## About Genius ERP

Genius ERP is a manufacturing ERP for custom, engineer-to-order and make-to-order manufacturers, managing engineering, estimating, production, purchasing and accounting.

## About Wealthbox

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

## Frequently asked questions

### Can data from Wealthbox flow back into Genius ERP?

Commercient can support data flowing from Wealthbox back into Genius ERP when included in the integration scope. Direction and object coverage depend on project configuration.

### How often does the Genius ERP 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 Genius ERP Items and Inventory sync to Wealthbox?

Yes, Commercient can sync Genius ERP 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 Genius ERP and Wealthbox?

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

### Can Genius ERP Price Lists sync to Wealthbox?

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