You can import client details from GreatSoft for an existing client. You must first ensure that you have added the client via the Greatsoft integration ( How do I add a client from the GreatSoft Integration) or connected the client through the client list.
Data that can be imported for a Client: Client name, email, phone number, date of birth, address.
Data that can be imported for an Entity: Entity name, type and address.
To import a client's details from GreatSoft:
- Navigate to Client > Client List and Locate the Client
Click the 'More actions' (3 dots)>Integration actions>GreatSoft>Import items from GreatSoft.
A slide-out window will appear.
This shows that client details are able to be imported. Click 'Continue'.
IMPORTANT: If client details already exist in the portal, proceeding with an import will replace this information
Once the import has been triggered, a confirmation window will appear affirming the Import is in progress.
You can view the status of the import by following the 'Review integration progress' link, or accessing via Configure>Integration progress at any time.
- Once the import shows as successfully completed, the details are automatically updated for your convenience.
- Navigate to the Team section of the client or entity's portal to view the information imported.