Integrations
Overview
Fund Feeds
- How do I set up my Colonial First State (CFS) 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?
- How do I set up my Macquarie Cash/Wrap Integration?
- How do i set up my Implemented Portfolios Integration?
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 from APS to the partner portal?
- How do I connect/disconnect a client to their APS file within the partner portal?
box
Docusign
Dropbox
FuseSign
FYI
Google Drive
MYOB Practice Management
- How do I trigger a bulk import of clients/entities from MYOB Practice Management to the partner portal?
- How do I set up my MYOB Practice Management integration?
- How do I add a client from MYOB Practice Management to the partner portal?
- How do I import client details 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?
Midwinter
OneDrive
SharePoint
Xero
- How do I trigger a bulk import of clients/entities from Xero Practice Manager to the partner portal?
- 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 connect/disconnect a client to their Xero Practice Manager (XPM) file within the partner portal?
- How do I import a client's details and relationships from Xero Practice Manager (XPM) to the 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
- What do I need to consider when importing data from Xplan (chart)?
- How to set up your Xplan integration