Data Importing And Exporting

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

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35 articles in this collection
Written by Courtney and Daniel R

Asset-map Integration Overview

A bi-directional integration with Asset-map.
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Written by Daniel R
Updated over a week ago

Asset-map Mapping Table

A detailed list of fields that map to/from Asset-map
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Written by Daniel R
Updated over a week ago

Practifi Mapping Table

A detailed list of fields that map to/from Practifi CRM
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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.
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Written by Daniel R
Updated over a week ago

Practifi Integration Overview

A bi-directional integration with Practifi CRM.
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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
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Written by Daniel R
Updated over a week ago

XLR8 Mapping Table

A detailed list of fields that map to/from XLR8 Salesforce Edition.
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Written by Daniel R
Updated over a week ago

XLR8 Integration Overview

A bi-directional integration with Salesforce XLR8 CRM, Concenter Services
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Written by Daniel R
Updated over a week ago

Salesforce Financial Services Cloud Integration Overview

A bi-directional integration with Salesforce Financial Services Cloud.
Daniel R avatar
Written by Daniel R
Updated over a week ago

Redtail Mapper

A help video to show how to edit/use the Redtail Mapper
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Written by Courtney
Updated over a week ago

Wealthbox Mapper

A help video to show how to edit/use the Wealthbox Mapper
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Written by Courtney
Updated over a week ago

XLR8 Mapper

A quick help video about the XLR8 integration Mapper
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Written by Courtney
Updated over a week ago

DocuSign Integration

How to enable and use the DocuSign Integration with PreciseFP
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Written by Courtney
Updated over a week ago

Salesforce Enterprise Edition Mapper

Help video to show how to edit/use the Salesforce Enterprise Mapper.
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Written by Courtney
Updated over a week ago

Integration Partners

A list of our current integration partners
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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
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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.
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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
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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.
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Written by Courtney
Updated over a week ago

Wealthbox Mapping Table

A detailed list of fields that map to/from Wealthbox
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Written by Courtney
Updated over a week ago

MoneyGuide Mapping Table

A detailed list of fields that map to MoneyGuide (Export Only)
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Written by Courtney
Updated over a week ago

Salesforce Enterprise Mapping Table

A detailed list of fields that map to/from Salesforce Enterprise Edition
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Written by Courtney
Updated over a week ago

eMoney Mapping Table

A detailed list of fields that map to/from eMoney
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Written by Courtney
Updated over a week ago

SmartOffice Mapping Table

A detailed list of all fields that map to/from SmartOffice CRM
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Written by Courtney
Updated over a week ago

Redtail Mapping Table

A detailed list of fields that map to/from Redtail CRM
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Written by Courtney
Updated over a week ago

Importing and Exporting Accounts

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Written by Courtney
Updated over a week ago

PreciseFP Bulk Importer

Create Client/Prospect accounts via CSV/XLS file.
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Written by Courtney
Updated over a week ago

Collegiate Funding Solutions

Our integration with CFS EZ College Planning.
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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.
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Written by Courtney
Updated over a week ago

MoneyGuide Integration Overview

Export (to MoneyGuidePro) Only
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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.
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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.
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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.
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Written by Courtney
Updated over a week ago

Salesforce Enterprise Integration Overview

A bi-directional integration with Salesforce CRM.
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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.
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Written by Courtney
Updated over a week ago