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

• 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?

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 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 13 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.

Xplan

• How does the Xplan integration work?
• How to set up your Xplan integration
• I have connected Xplan to my portal, how do I import new clients and/or information?
• How do I review and import client portfolio items from the Xplan integration?
• How do I review and import balance sheet items from the Xplan integration?
• How do I export balance sheet items to Xplan?

See all 8 articles