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Advice and answers from the PreciseFP Team

Search results for:blueleaf
Blueleaf Integration Overview
An import-only integration with Blueleaf… The system will ask you for your Blueleaf API token… You can find your token at the bottom of your Blueleaf User Settings page
Blueleaf Mapping Table
A detailed list of fields that map from Blueleaf
How to import financial accounts from Blueleaf that can't be identified
How to configure the Blueleaf integration to create new financial accounts that do not exist in PreciseFP yet… To configure the integration to create Blueleaf financial accounts that do not exist in PreciseFP yet… Open the Blueleaf integration mapper
How to identify Blueleaf financial accounts by account number
How to configure the Blueleaf integration to identify client/prospect financial accounts by account number instead of account name… Now that we have the new dataset field for the 401K Account Number, lets map it to the Blueleaf integration… Navigate to your integration settings and open the Blueleaf Integration Mapper