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

Pulse360

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

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

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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.

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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.

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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.

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

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