Build an integration with myprosperity and Midwinter that will have client lists and individual client personal details and balance sheet items transferred into Midwinter in a quick and easy click the button import.
The sync of information is mostly from myprosperity into Midwinter, however a client can be created in myprosperity from a Create Account button within Midwinter. This will add a client in myprosperity with the client name and email address.
As this is a Midwinter powered integration, to start the integration simply contact Midwinter and advise that you would like this feature available within your Midwinter platform.
Once the feature is activated, within Midwinter you will need to Get myprosperity authorization within the client Fact Find>Notification area .
For further assistance with this integration, please contact Midwinter support on 1300 882 938 or view their helpful support centre at https://help.midwinter.com.au/