Integrations with our Australian Software - Importing client information
Creating and updating plans using information imported from third-party providers.
- Australian Integrations Master List
- Import client information from an integration partner - Australia
- iFactFind Set-Up Guide
- iFactFind Mapping Guide - Australia
- Practifi Import Guide - Australia
- Practifi Mapping Guide - Australia
- Salesforce FSC Mapping Guide - Australia
- Salesforce FSC Integration - Australia
- Iress Mapping Documentation - AU
- Iress Import Guide - Australia