PreciseFP

Integration FAQ

A bi-directional integration with AdvicePay.

AdvicePay Integration Overview

With our integration partner, AdvisorEngine, you can send information and also receive information into your PreciseFP account.

AdvisorEngine Integration Overview

A bi-directional integration with Asset-Map.

Asset-Map Integration Overview

An import-only integration with Blueleaf.

Blueleaf Integration Overview

How to configure the Blueleaf integration to create new financial accounts that do not exist in PreciseFP yet.

How to import financial accounts from Blueleaf that can't be identified

How to configure the Blueleaf integration to identify client/prospect financial accounts by account number instead of account name.

How to identify Blueleaf financial accounts by account number

How to securely send documents from PreciseFP into Google Drive, Box.com, Dropbox, One Drive and CITRIX ShareFile

Share documents to Google Drive, Box.com, Dropbox, Microsoft OneDrive and CITRIX ShareFile

How to export client data into Charles Schwab Advisor Center for account opening.

Charles Schwab Integration

Our integration with CFS EZ College Planning.

Collegiate Funding Solutions

Docupace Client Folder Integration and Document Export

With our integration partner, Docupace, you can send information and also receive information to your PreciseFP account.

Docupace Quick Start Integration

How to enable and use the DocuSign Integration with PreciseFP

DocuSign Integration

With our integration partner, eMoney, you can send information and also receive information into your PreciseFP account.

eMoney Integration Overview

FP Alpha

MoneyGuide Integration Overview

How to make an export of your client/prospects data in PDF/XLS/CSV.

PDF, XLS & CSV Export Overview

A bi-directional integration with Practifi CRM.

Practifi Integration Overview

Create or update up to 300 Accounts via CSV/XLS file upload

PreciseFP Bulk Importer

With our integration partner, Redtail, you can send information and also receive information into your PreciseFP account.

Redtail Integration Overview

With our integration partner, RightCapital, you can send information and also receive information into your PreciseFP account.

RightCapital Integration Overview

Find out which version of Salesforce you are on

Salesforce Version Location

A bi-directional integration with Salesforce CRM.

Salesforce Enterprise Integration Overview

A bi-directional integration with Salesforce Financial Services Cloud.

Salesforce Financial Services Cloud Integration Overview

With our integration partner, SmartOffice, you can send information and also receive information into your PreciseFP account.

SmartOffice Integration Overview

With our integration partner, Wealthbox CRM, you can send information and also receive information into your PreciseFP account.

Wealthbox Integration Overview

A bi-directional integration with Salesforce XLR8 CRM, Concenter Services

XLR8 Integration Overview

Use Zapier as a bridge to send data to another application that PreciseFP does not integrate with directly and more.

Zapier

How to create custom mapping within an integration

Integration Mapping

PreciseFP offers an export-only integration with Income Lab that is managed within the Income Lab platform

Income Lab

Advanced Integration Mapping for Salesforce

With our integration partner Holistiplan, you can export mapped data from PreciseFP to Holistiplan, as well as an uploaded Tax Return

Holistiplan Integration Overview

PreciseFP and Finmate AI's import only integration allows you to send data from Finmate to PreciseFP

Finmate AI

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

Data Importing And Exporting

A detailed list of fields that map to/from AdvicePay

AdvicePay Mapping Table

A detailed list of fields that map to/from AdvisorEngine

AdvisorEngine Mapping Table

A detailed list of fields that map to/from Asset-map

Asset-map Mapping Table

A detailed list of fields that map from Blueleaf

Blueleaf Mapping Table

A detailed listed of fields that export into Charles Schwab Advisor Center.

Charles Schwab Mapping Table

A detailed list of fields that map to/from Docupace

Docupace Mapping Table

A detailed list of fields that map to/from eMoney

eMoney Mapping Table

A detailed list of fields that map to MoneyGuide (Export Only)

MoneyGuide Mapping Table

A detailed list of fields that map to/from Practifi CRM

Practifi Mapping Table

A detailed list of fields that map to/from Practifi CRM (Naya version)

Practifi (Naya) Mapping Table

A detailed list of fields that map to/from Redtail CRM

Redtail Mapping Table

A detailed list of fields that map to/from RightCapital

RightCapital Mapping Table

A detailed list of fields that map to/from Salesforce Enterprise Edition

Salesforce Enterprise Mapping Table

A detailed list of fields that map to/from Salesforce Financial Services Cloud

Salesforce Financial Services Cloud Mapping Table

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

SmartOffice Mapping Table

A detailed list of fields that map to/from Wealthbox

Wealthbox Mapping Table

A detailed list of fields that map to/from XLR8 Salesforce Edition.

XLR8 Mapping Table

A detailed list of default fields that map to Holistiplan from PreciseFP

Holistiplan Mapping Table

Zocks

Flextract and PreciseFP

Quin

Integration Mapping Tables

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.