Data Importing And Exporting

Instructions on how to import and export data from various integrations.

33 articles in this collection
Written by Courtney and Daniel R

Practifi Mapping Table

A detailed list of fields that map to/from Practifi CRM

Written by Daniel R
Updated over a week ago

Salesforce Financial Services Cloud Mapper

Help video to show how to edit/use the Salesforce Financial Services Cloud Mapper.

Written by Daniel R
Updated over a week ago

Practifi Integration Overview

A bi-directional integration with Practifi CRM.

Written by Daniel R
Updated over a week ago

Salesforce Financial Services Cloud Mapping Table

A detailed list of fields that map to/from Salesforce Financial Services Cloud

Written by Daniel R
Updated over a week ago

XLR8 Mapping Table

A detailed list of fields that map to/from XLR8 Salesforce Edition.

Written by Daniel R
Updated over a week ago

XLR8 Integration Overview

A bi-directional integration with Salesforce XLR8 CRM, Concenter Services

Written by Daniel R
Updated over a week ago

Salesforce Financial Services Cloud Integration Overview

A bi-directional integration with Salesforce Financial Services Cloud.

Written by Daniel R
Updated over a week ago

Redtail Mapper

A help video to show how to edit/use the Redtail Mapper

Written by Courtney
Updated over a week ago

Wealthbox Mapper

A help video to show how to edit/use the Wealthbox Mapper

Written by Courtney
Updated over a week ago

XLR8 Mapper

A quick help video about the XLR8 integration Mapper

Written by Courtney
Updated over a week ago

DocuSign Integration

How to enable and use the DocuSign Integration with PreciseFP

Written by Courtney
Updated over a week ago

Salesforce Enterprise Edition Mapper

Help video to show how to edit/use the Salesforce Enterprise Mapper.

Written by Courtney
Updated over a week ago

Integration Partners

A list of our current integration partners

Written by Courtney
Updated over a week ago

TD Ameritrade Institutional Mapping Table

A detailed listed of fields that export into VeoOne's Account Wizard

Written by Courtney
Updated over a week ago

TD Ameritrade Institutional Integration

How to export client data into the TD Ameritrade Institutional VeoOne forms wizard for account opening.

Written by Courtney
Updated over a week ago

Share documents with Google Drive, Box.com and Dropbox

How to securely share uploads from PreciseFP templates into Google Drive, Box.com or Dropbox

Written by Courtney
Updated over a week ago

Zapier

Use Zapier as a bridge to send data to another application that PreciseFP does not integrate with directly and more.

Written by Courtney
Updated over a week ago

Wealthbox Mapping Table

A detailed list of fields that map to/from Wealthbox

Written by Courtney
Updated over a week ago

MoneyGuide Mapping Table

A detailed list of fields that map to MoneyGuide (Export Only)

Written by Courtney
Updated over a week ago

Salesforce Enterprise Mapping Table

A detailed list of fields that map to/from Salesforce Enterprise Edition

Written by Courtney
Updated over a week ago

eMoney Mapping Table

A detailed list of fields that map to/from eMoney

Written by Courtney
Updated over a week ago

SmartOffice Mapping Table

A detailed list of all fields that map to/from SmartOffice CRM

Written by Courtney
Updated over a week ago

Redtail Mapping Table

A detailed list of fields that map to/from Redtail CRM

Written by Courtney
Updated over a week ago

Importing and Exporting Accounts

Written by Courtney
Updated over a week ago

PreciseFP Bulk Importer

Create Client/Prospect accounts via CSV/XLS file.

Written by Courtney
Updated over a week ago

Collegiate Funding Solutions

Our integration with CFS EZ College Planning.

Written by Courtney
Updated over a week ago

SmartOffice Integration Overview

With our integration partner, SmartOffice, you can send information and also receive information into your PreciseFP account.

Written by Courtney
Updated over a week ago

MoneyGuide Integration Overview

Export (to MoneyGuidePro) Only

Written by Courtney
Updated over a week ago

Redtail Integration Overview

With our integration partner, Redtail, you can send information and also receive information into your PreciseFP account.

Written by Courtney
Updated over a week ago

PDF, XLS & CSV Export Overview

How to make an export of your client/prospects data in PDF/XLS/CSV.

Written by Courtney
Updated over a week ago

eMoney Integration Overview

With our integration partner, eMoney, you can send information and also receive information into your PreciseFP account.

Written by Courtney
Updated over a week ago

Salesforce Enterprise Integration Overview

A bi-directional integration with Salesforce CRM.

Written by Courtney
Updated over a week ago

Wealthbox Integration Overview

With our integration partner, Wealthbox CRM, you can send information and also receive information into your PreciseFP account.

Written by Courtney
Updated over a week ago