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Search results for: blueleaf

Blueleaf Integration Overview

An import-only integration with Blueleaf… The system will ask you for your Blueleaf API token… You can find your token at the bottom of your Blueleaf User Settings page
Daniel R avatar
Written by Daniel R
Updated over a week ago

Blueleaf Mapping Table

A detailed list of fields that map from Blueleaf
Daniel R avatar
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… To configure the integration to create Blueleaf financial accounts that do not exist in PreciseFP yet… Open the Blueleaf integration mapper
Daniel R avatar
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… Now that we have the new dataset field for the 401K Account Number, lets map it to the Blueleaf integration… Navigate to your integration settings and open the Blueleaf Integration Mapper
Daniel R avatar
Written by Daniel R
Updated over a week ago