Data Importing And Exporting | Help Center

Data Importing And Exporting

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

17 articles in this collection
Written by Courtney

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

Written by Courtney
Updated over a week ago

Wealthbox Integration Mapper

A detailed list of fields that map to/from Wealthbox

Written by Courtney
Updated over a week ago

MoneyGuidePro Integration Mapper

A detailed list of field that map to MoneyGuidePro (Export Only)

Written by Courtney
Updated over a week ago

Salesforce Integration Mapper

A detailed list of fields that map to/from Salesforce

Written by Courtney
Updated over a week ago

eMoney Integration Mapper

A detailed list of fields that map to/from eMoney

Written by Courtney
Updated over a week ago

SmartOffice Integration Mapper

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

Written by Courtney
Updated over a week ago

Redtail Integration Mapper

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

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

MoneyGuidePro 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 Integration Overview

A bi-directional integration with Salesforce CRM.

Written by Courtney
Updated over a week ago

Wealthbox CRM

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