Below is a list of integrations available in the Canadian Voyant software. To have any of the integrations activated on your account please reach out to support@planwithvoyant.com
SalesForce FSC - Import and Export
What does it import? Households, people accounts, financial accounts, assets, liabilities, and employment.
FAQ: Why hasn't this item been imported from my integration into Voyant?
If a particular item has not been imported into Voyant, it is likely that we do not have mapping for the account type from your integration into Voyant. You will likely need to manually enter this item. Please see our mapping guides linked above for more information about the items we import. If it is an account you often use, please contact support@planwithvoyant.com for help with additional mapping requests.