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eMoney Mapping Table

A detailed list of fields that map to/from eMoney

Updated over 3 months ago

When viewing an integration Mapping Table, the integration's fields will be listed in the left-most column. PreciseFP's fields are directly to the right of these.

Required fields are needed in order for a group of mappings to integrate. If one of these is missing, that group of mappings will be skipped.

Note the 'Comments' column will provide helpful information on how groups of mappings communicate. If a Comment begins with 'Integrates', this group of mappings can be imported/exported. If it begins with 'Exports', this means PreciseFP can export the data to the integration partner only. Similarly, some items may only Import.

Please note: Co-client's Marital Status must be 'Married' for them to integrate.

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