Integrations

Overview

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

Accounting

• How do I set up the Class Super Integration?
• How do I import data from APS ?
• How to set up your BGL Integration

Annature

• How do I set up the Annature integration?
• How do I send a document for digital signing using Annature with the portal?

APS

• What is the APS integration?
• How do I connect/disconnect a client to their APS file within the partner portal?
• How do I import a client's details and relationships from APS to the portal?
• How do I add a client from APS to the partner portal?
• How to set up your APS Integration

box

• How do I set up my Box Integration?
• How do I sync my client's Box to their portal?
• How do I sync documents from my client's portal to Box?

Dropbox

• How do I set up my Dropbox Integration?
• How do I sync documents from my client's portal to Dropbox?
• How do I sync my client's Dropbox to their portal?

FuseSign

• How do I set up my FuseSign Integration?
• How do I send a document for signing using FuseSign?
• FuseSign FAQs....

FYI

• How do I set up FYI docs integration?
• How do I sync client documents in the portal to FYI docs?

Google Drive

• How do I set up my Google Drive integration?
• How do I sync documents from my client's portal to Google Drive?
• How do I disconnect my Google Drive from my Partner Portal?

GreatSoft

• How do I set up my GreatSoft integration?
• How do I add a client from GreatSoft to the partner portal?
• How do I import client details from GreatSoft to an existing portal client?
• How do I connect or disconnect a client's GreatSoft file from within the partner portal?

OneDrive

• How do I set up my OneDrive Integration?
• How do I sync documents from my client's portal to OneDrive?
• How do I disconnect my OneDrive from my Partner Portal?

Wealth

• How do I set up my Australian Money Market integration?
• How can I integrate myprosperity with Midwinter (AdviceOS) ?
• 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?

See all 12 articles

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 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
• How to set up your Xplan integration
• What client data can be imported/exported via the integration?
• Your portal & Xplan Integration: Asset and Liability Category Mapping for Imports and Exports
• Xplan and your portal: Journey maps

See all 15 articles