To turn on this integration (only needs to be done once in PreciseFP, you do not need to set up the integration in SmartOffice) go to Settings (your profile pictures) on the left side navigation. Click on Integrations. Click on the SmartOffice box
Click Enable this integration.
Enter your SmartOffice credentials (if you are unsure of what your Office name is, please reach out to SmartOffice for this information). Click Enable.
Once you're successfully enabled you'll get a confirmation and the SmartOffice box will show as Enabled.
To Export a Client Account
Click on a client/prospect account, then click on the export button.
Then choose SmartOffice.
Then click the Export button.
Note: If this is a client that isn't yet connected to an existing record, you'll have the option to either export as a new record or search for client records from the search bar and connect them to an existing record.
The record will be exported to SmartOffice, and the system will show the number of elements exported.
To Import a Client Account
Click Accounts in the left-side navigation, then All Accounts. Click on the + icon in the upper right-hand corner.
Click the Import tab and then choose SmartOffice.
Choose the account type you're importing, either prospect or client. Then enter your client's last name in the search box.
Once you've located your client's account, select the box to the left of their name, then click Import.
Note: The client must be listed as the head of household and have a preferred email on file in SmartOffice in order for them to appear in your search. If one or both of those are not present on their record, their name will not show up in the search results.
Once the import is finished, you will see how many records are imported.
