SmartOffice

SmartOffice is a CRM integration that imports household and contact data from Ebix SmartOffice CRM. This is CRM-only - no account or financial data sync.

Overview

Attribute	Value
Integration Type	CRM Data Import
Authentication	API credentials (DXO Proxy)
Data Flow	SmartOffice → RightCapital (inbound only)
Owner	Winston Li

Data Imported

Person Type Mapping

SmartOffice Member Type	RightCapital PersonType
Head (1)	Client
Spouse (2)	Co-Client
Child (3), Daughter (6), Son (33)	Child
GDaughter (19), GSon (22)	Grandchild
All others	Other

Contact Information

• Email, Phone, Address (primary/preferred)
• Name with prefix/suffix

Import Validation

Before import, validates:

1. Household has exactly one household head
2. At most one co-client (spouse)
3. All members have valid contact IDs

Code Locations

Component	Path
Connector	retail-api/app/Integrations/SmartOffice/Connector.php
Integrator	retail-api/app/Integrations/SmartOffice/Integrator.php
Importer	retail-api/app/Integrations/SmartOffice/Importer.php
Models	retail-api/app/Integrations/SmartOffice/Models/

Limitations

• CRM-only (no account/holding data)
• No automatic sync (manual import only)
• No bidirectional sync