---
title: 'Produce Pro Software + Wealthbox'
url: 'https://www.staging38.commercient.com/product/produce-pro-software-wealthbox/'
date: '2026-06-19T10:51:09-04:00'
modified: '2026-06-19T10:51:09-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Produce Pro Software to Wealthbox, giving your team access to Produce Pro Software 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 Produce Pro Software and Wealthbox, syncing customer, order and operational data between the ERP and Wealthbox. This gives different teams the platform they prefer while keeping shared data aligned between Produce Pro Software and Wealthbox.

## What syncs

- Export Produce Pro Software Purchase Orders to Wealthbox
- Connect Produce Pro Software Payments to Wealthbox
- Sync Produce Pro Software Credit Notes to Wealthbox
- Update Produce Pro Software Customers from Wealthbox Data
- Import Wealthbox Records into Produce Pro Software as New Entries
- Sync Produce Pro Software Customers to Wealthbox Account Records

## Why Commercient

### Reporting and data visibility

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

### Credit note and returns management

Connect Produce Pro Software Credit Notes and returns data to Wealthbox to keep customer account balances and return records aligned between both systems.

### Purchase order management

Export Produce Pro Software Purchase Orders to Wealthbox so procurement and operations teams can manage purchasing from either system with consistent data.

### Payment and cash management

Sync Produce Pro Software Payments and receipt data to Wealthbox so financial records and customer payment status are current in both platforms.

## About Produce Pro Software

Produce Pro Software is an ERP system for fresh produce distributors and growers, managing inventory, purchasing, sales, lot tracking, pricing 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 Produce Pro Software Vendors and Purchase Orders sync to Wealthbox?

Commercient can support syncing Produce Pro Software 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 Produce Pro Software and Wealthbox integration scoped and implemented?

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

### Can Produce Pro Software Invoices data sync to Wealthbox?

Yes, Commercient can sync Produce Pro Software 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 Produce Pro Software?

Commercient can support importing new records created in Wealthbox into Produce Pro Software 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 Produce Pro Software and Wealthbox integration after go-live. Support coverage and response times depend on the customer's support plan and service level agreement.