Integrations
Overview
Fund Feeds
- How do I set up my IOOF TAS Integration?
- How do I set up my IOOF Group Integration?
- How do I set up my Colonial First State Edge fund feed integration?
- How do I set up my Australian Money Market integration?
- How do I set up my Wealth O2 Integration?
- How do I set up my Xplore Wealth Integration?
CFS Edge
Advice Designer
Annature
APS
- What is the APS integration?
- How to set up your APS Integration
- How do I add a client or entity from APS to the partner portal?
- How do I import a client's details and relationships from APS to the portal?
- How do I trigger a bulk import of clients/entities and their relationships from APS to the partner portal?
- How do I cancel a bulk import of contacts
Docusign
FuseSign
FYI
- How do I set up the FYI Docs integration?
- How do I add a client from FYI Docs to the partner portal?
- How do I trigger a bulk import of clients/entities from FYI Docs to the partner portal?
- How do I cancel a bulk import of contacts
- How do I connect/disconnect a client/entity to their FYI Docs file within the partner portal?
- How do I sync documents stored in the client portal to FYI Docs?
Google Drive
MYOB Practice Management
- How to set up your MYOB Practice Management integration.
- How do I trigger a bulk import of clients/entities and their relationships from MYOB Practice Management to the partner portal?
- How do I add a client from MYOB Practice Management to the partner portal?
- How do I import client details and relationships from MYOB Practice Management to an existing portal client?
- How do I connect / disconnect a client's MYOB Practice Management file from within the partner portal?
- How do I cancel a bulk import of contacts
Midwinter
SharePoint
Worksorted
Xero
- What is the Xero Practice Manager (XPM) integration?
- How to set up your Xero Practice Manager (XPM) Integration
- How do I add a client or entity from Xero Practice Manager (XPM) to the partner portal?
- How do I trigger a bulk import of clients/entities and their relationships from Xero Practice Manager to the partner portal?
- How do I cancel a bulk import of contacts
- How do I connect/disconnect a client to their Xero Practice Manager (XPM) file within the partner portal?
Xplan
- What is the Xplan Integration?
- What you need to know prior to your Xplan Integration
- What client data can be imported/exported via the integration?
- Your portal & Xplan Integration: Income & Expense Category Mapping for Imports and Exports
- How to set up your Xplan integration
- How do I reconnect the Xplan integration?