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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
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
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
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
Written by
Daniel R
Updated over a week ago