Integrations

Doc Storage Integrations

• How do I sync client documents in the portal to FYI docs?
• How do I set up FYI docs integration?
• How do I sync my client's Box to their portal?
• How do I sync documents from my client's portal to Box?
• How do I set up my Box Integration?
• How do I sync documents from my client's portal to Dropbox?

See all 8 articles

Xero

• How do I Sync data to Xero Practice Manager?
• How do I import data from Xero Practice Manager?
• How to set up your Xero Practice Manager Integration.

Wealth

• Do I sync client contact details to Xplan or Import them?
• How can I integrate myprosperity with Midwinter (AdviceOS) ?
• How do I set up my Sentinel 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?

See all 19 articles

Accounting

• How do I import my MYOB client and staff lists?
• How to set up your BGL Integration
• How do I set up the Class Super Integration?

Overview

• How to set up your Salesforce/Salesforce financial Services Cloud Integration.
• How do I delete an integration feed from a client file?
• How do I request a new integration?
• What are direct Integrations and how do they work?