---
title: 'Sage 500 + Wealthbox'
url: 'https://www.staging38.commercient.com/product/sage-500-wealthbox/'
date: '2026-06-19T11:03:12-04:00'
modified: '2026-06-19T11:03:13-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Sage 500 to Wealthbox, giving your team access to Sage 500 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 Sage 500 and Wealthbox, syncing customer, order and operational data between the ERP and Wealthbox. This keeps Sage 500 and Wealthbox in sync so operational decisions are made from current data regardless of which system is used.

## What syncs

- Update Sage 500 Customers from Wealthbox Data
- Import Wealthbox Records into Sage 500 as New Entries
- Sync Sage 500 Customers to Wealthbox Account Records
- Export Sage 500 Sales Orders and AR Invoices to Wealthbox
- Update Wealthbox with Sage 500 Inventory Items and Inventory Data
- Sync Sage 500 Inventory to Wealthbox

## Why Commercient

### Payment and cash management

Sync Sage 500 Cash Receipts and receipt data to Wealthbox so financial records and customer payment status are current in both platforms.

### Quote and estimate management

Connect Sage 500 Quotes to Wealthbox so quoting activity is visible and consistent across both systems for sales and operations.

### Customer data alignment

Sync Sage 500 Customers to Wealthbox so both platforms share accurate and up-to-date customer information for operations and account management.

### Order and transaction sync

Export Sage 500 Sales Orders and transactions to Wealthbox to keep operational data aligned and support accurate workflow management across both systems.

## About Sage 500

Sage 500 is an ERP solution for mid-size businesses in distribution and manufacturing, managing financials, inventory, order management, production and purchasing.

## About Wealthbox

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

## Frequently asked questions

### Can new records created in Wealthbox be imported into Sage 500?

Commercient can support importing new records created in Wealthbox into Sage 500 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 Sage 500 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 Sage 500 and Wealthbox?

Commercient can connect Sage 500 and Wealthbox to sync data such as Customers, Inventory Items, Inventory, Sales Orders and AR Invoices. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Sage 500 Customers sync to Wealthbox automatically?

Yes, Commercient can sync Sage 500 Customers to Wealthbox so both platforms share consistent account data. Exact field mapping and sync frequency are configured per project.

### Can data from Wealthbox flow back into Sage 500?

Commercient can support data flowing from Wealthbox back into Sage 500 when included in the integration scope. Direction and object coverage depend on project configuration.