To turn on this integration (only needs to be done once in PreciseFP, you do not need to set up the integration in AdvicePay) click on your profile picture in the lower left hand corner, then select Integrations and click on the AdvicePay integration box.
After logging into AdvicePay and authorizing the connection, the integration will be enabled in PreciseFP.
To export to AdvicePay
Click on a client/prospect name to open their account details. Click on the Export button.
If the client is not already in AdvicePay you can then create a new record on export or if they do exist and are already connected to an existing account it will push updates to the already existing record for the client vs. duplicating it.
Once you've made your selection click on export.
To import data from AdvicePay into PreciseFP
Click on Accounts from the left hand side and then select All Accounts. Then click on the + icon in the upper right hand corner.
Click on the Import tab, choose Prospect or Client and choose AdvicePay.
Enter in the clients last name to import.
Note: the client must have an email in AdvicePay in order to import. Clients without email will not show up in the search.
Once you've located the record you wish to import check the box to the left of their name then click on the Import button.
This will then bring your client's record into PreciseFP
Note: The integration only imports/exports the main client record. Co-clients in PreciseFP are skipped when importing/exporting and a warning message is shown.