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Data Importing And Exporting
Data Importing And Exporting

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

50 articles
AdvicePay Integration Overview
AdvisorEngine Integration Overview
Asset-Map Integration Overview
Blueleaf Integration Overview
How to import financial accounts from Blueleaf that can't be identified
How to identify Blueleaf financial accounts by account number
Share documents to Google Drive, Box.com, Dropbox, Microsoft One Drive and CITRIX ShareFile
Charles Schwab Integration
Collegiate Funding Solutions
Docupace Client and Document Export
Docupace Quick Start Integration
DocuSign Integration
eMoney Integration Overview
FP Alpha
MoneyGuide Integration Overview
PDF, XLS & CSV Export Overview
Practifi Integration Overview
PreciseFP Bulk Importer
Pulse360
Redtail Integration Overview
Redtail Mapper
RightCapital Integration Overview
Salesforce Version Location
Salesforce Enterprise Integration Overview
Salesforce Enterprise Edition Mapper
Salesforce Financial Services Cloud Integration Overview
Salesforce Financial Services Cloud Mapper
SmartOffice Integration Overview
Wealthbox Integration Overview
Wealthbox Mapper
XLR8 Integration Overview
XLR8 Mapper
Zapier