Integrations

Wealth

• 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?
• How do i set up my Implemented Portfolios Integration?
• How do I export balance sheet items to XPLAN?

See all 17 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 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?