Data Importing And Exporting

Charles Schwab Integration

How to export client data into Charles Schwab Advisor Center for account opening.

Written by Daniel R
Updated over a week ago

Charles Schwab Mapping Table

A detailed listed of fields that export into Charles Schwab Advisor Center.

Written by Daniel R
Updated over a week ago

Practifi (Naya) Mapping Table

A detailed list of fields that map to/from Practifi CRM (Naya version)

Written by Daniel R
Updated over a week ago

NaviPlan Essentials Mapping Table

The Naviplan Essentials Mapping table corresponds to all information we export/import and that is available in their Essentials product.

Written by Courtney
Updated over a week ago

NaviPlan Enterprise Mapping Table

A detailed list of fields that map to/from NaviPlan Enterprise

Written by Courtney
Updated over a week ago

NaviPlan Integration Overview

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

Written by Courtney
Updated over a week ago

AdvicePay Integration Overview

A bi-directional integration with AdvicePay.

Written by Daniel R
Updated over a week ago

AdvicePay Mapping Table

A detailed list of fields that map to/from AdvicePay

Written by Daniel R
Updated over a week ago

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.

Written by Daniel R
Updated over a week ago

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.

Written by Daniel R
Updated over a week ago

Blueleaf Mapping Table

A detailed list of fields that map from Blueleaf

Written by Daniel R
Updated over a week ago

Asset-map Integration Overview

A bi-directional integration with Asset-map.

Written by Daniel R
Updated over a week ago

Blueleaf Integration Overview

An import-only integration with Blueleaf.

Written by Daniel R
Updated over a week ago

Asset-map Mapping Table

A detailed list of fields that map to/from Asset-map

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

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

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

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