---
title: 'ShopWorks + Wealthbox'
url: 'https://www.staging38.commercient.com/product/shopworks-wealthbox/'
date: '2026-06-19T11:18:46-04:00'
modified: '2026-06-19T11:18:47-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects ShopWorks to Wealthbox, giving your team access to ShopWorks 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 ShopWorks and Wealthbox, syncing customer, order and operational data between the ERP and Wealthbox. The connection supports operational workflows that span both ShopWorks and Wealthbox without manual handoffs.

## What syncs

- Connect ShopWorks Payments to Wealthbox
- Sync ShopWorks Credit Notes to Wealthbox
- Update ShopWorks Customers from Wealthbox Data
- Import Wealthbox Records into ShopWorks as New Entries
- Sync ShopWorks Customers to Wealthbox Account Records
- Export ShopWorks Sales Orders and Invoices to Wealthbox

## Why Commercient

### Credit note and returns management

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

### Purchase order management

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

### Payment and cash management

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

### Quote and estimate management

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

## About ShopWorks

ShopWorks is business management software for screen printing, embroidery and promotional products companies, managing orders, production, inventory, purchasing and billing.

## About Wealthbox

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

## Frequently asked questions

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

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

### Can ShopWorks Invoices data sync to Wealthbox?

Yes, Commercient can sync ShopWorks 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 ShopWorks?

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

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