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.
| Attribute |
Value |
| Integration Type |
CRM Data Import |
| Authentication |
API credentials (DXO Proxy) |
| Data Flow |
SmartOffice → RightCapital (inbound only) |
| Developer |
Winston Li |
| 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 |
- Email, Phone, Address (primary/preferred)
- Name with prefix/suffix
Before import, validates:
- Household has exactly one household head
- At most one co-client (spouse)
- All members have valid contact IDs
| 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/ |
- CRM-only (no account/holding data)
- No automatic sync (manual import only)
- No bidirectional sync