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.

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?

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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 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

• 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?

Docusign

• How do I set up the DocuSign integration?
• How do I send a document for signing using DocuSign?

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 the FYI Docs integration?
• How do I add a client from FYI Docs to the partner portal?
• How do I connect/disconnect a client/entity to their FYI Docs file within the partner portal?
• How do I sync documents stored in the client 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?

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

• How can I integrate myprosperity with Midwinter (AdviceOS) ?

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?

SharePoint

• How do I set up my Sharepoint Integration?
• How do I export my clients to SharePoint?
• How do I import documents for clients from SharePoint to their client portal?
• How do I export documents for clients to 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

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