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Data Importing And Exporting
Data Importing And Exporting
Instructions on how to import and export data from various integrations.
46 articles in this collection
Written by
Courtney
and
Daniel R
Charles Schwab Integration
How to export client data into Charles Schwab Advisor Center for account opening.
Written by
Daniel R
Updated over a week ago
Charles Schwab Mapping Table
A detailed listed of fields that export into Charles Schwab Advisor Center.
Written by
Daniel R
Updated over a week ago
Practifi (Naya) Mapping Table
A detailed list of fields that map to/from Practifi CRM (Naya version)
Written by
Daniel R
Updated over a week ago
NaviPlan Essentials Mapping Table
The Naviplan Essentials Mapping table corresponds to all information we export/import and that is available in their Essentials product.
Written by
Courtney
Updated over a week ago
NaviPlan Enterprise Mapping Table
A detailed list of fields that map to/from NaviPlan Enterprise
Written by
Courtney
Updated over a week ago
NaviPlan Integration Overview
With our integration partner, NaviPlan, you can send information and also receive information into your PreciseFP account.
Written by
Courtney
Updated over a week ago
AdvicePay Integration Overview
A bi-directional integration with AdvicePay.
Written by
Daniel R
Updated over a week ago
AdvicePay Mapping Table
A detailed list of fields that map to/from AdvicePay
Written by
Daniel R
Updated over a week ago
How to import financial accounts from Blueleaf that can't be identified
How to configure the Blueleaf integration to create new financial accounts that do not exist in PreciseFP yet.
Written by
Daniel R
Updated over a week ago
How to identify Blueleaf financial accounts by account number
How to configure the Blueleaf integration to identify client/prospect financial accounts by account number instead of account name.
Written by
Daniel R
Updated over a week ago
Blueleaf Mapping Table
A detailed list of fields that map from Blueleaf
Written by
Daniel R
Updated over a week ago
Asset-map Integration Overview
A bi-directional integration with Asset-map.
Written by
Daniel R
Updated over a week ago
Blueleaf Integration Overview
An import-only integration with Blueleaf.
Written by
Daniel R
Updated over a week ago
Asset-map Mapping Table
A detailed list of fields that map to/from Asset-map
Written by
Daniel R
Updated over a week ago
Practifi Integration Overview
A bi-directional integration with Practifi CRM.
Written by
Daniel R
Updated over a week ago
Practifi Mapping Table
A detailed list of fields that map to/from Practifi CRM
Written by
Daniel R
Updated over a week ago
Salesforce Financial Services Cloud Mapper
Help video to show how to edit/use the Salesforce Financial Services Cloud Mapper.
Written by
Daniel R
Updated over a week ago
Salesforce Financial Services Cloud Mapping Table
A detailed list of fields that map to/from Salesforce Financial Services Cloud
Written by
Daniel R
Updated over a week ago
XLR8 Mapping Table
A detailed list of fields that map to/from XLR8 Salesforce Edition.
Written by
Daniel R
Updated over a week ago
XLR8 Integration Overview
A bi-directional integration with Salesforce XLR8 CRM, Concenter Services
Written by
Daniel R
Updated over a week ago
Salesforce Financial Services Cloud Integration Overview
A bi-directional integration with Salesforce Financial Services Cloud.
Written by
Daniel R
Updated over a week ago
Redtail Mapper
A help video to show how to edit/use the Redtail Mapper
Written by
Courtney
Updated over a week ago
Wealthbox Mapper
A help video to show how to edit/use the Wealthbox Mapper
Written by
Courtney
Updated over a week ago
XLR8 Mapper
A quick help video about the XLR8 integration Mapper
Written by
Courtney
Updated over a week ago
DocuSign Integration
How to enable and use the DocuSign Integration with PreciseFP
Written by
Courtney
Updated over a week ago
Salesforce Enterprise Edition Mapper
Help video to show how to edit/use the Salesforce Enterprise Mapper.
Written by
Courtney
Updated over a week ago
Integration Partners
A list of our current integration partners
Written by
Courtney
Updated over a week ago
TD Ameritrade Institutional Mapping Table
A detailed listed of fields that export into VeoOne's Account Wizard
Written by
Courtney
Updated over a week ago
TD Ameritrade Institutional Integration
How to export client data into the TD Ameritrade Institutional VeoOne forms wizard for account opening.
Written by
Courtney
Updated over a week ago
Share documents to Google Drive, Box.com, Dropbox and One Drive
How to securely send documents from PreciseFP into Google Drive, Box.com, Dropbox and One Drive
Written by
Courtney
Updated over a week ago
Zapier
Use Zapier as a bridge to send data to another application that PreciseFP does not integrate with directly and more.
Written by
Courtney
Updated over a week ago
Wealthbox Mapping Table
A detailed list of fields that map to/from Wealthbox
Written by
Courtney
Updated over a week ago
MoneyGuide Mapping Table
A detailed list of fields that map to MoneyGuide (Export Only)
Written by
Courtney
Updated over a week ago
Salesforce Enterprise Mapping Table
A detailed list of fields that map to/from Salesforce Enterprise Edition
Written by
Courtney
Updated over a week ago
eMoney Mapping Table
A detailed list of fields that map to/from eMoney
Written by
Courtney
Updated over a week ago
SmartOffice Mapping Table
A detailed list of all fields that map to/from SmartOffice CRM
Written by
Courtney
Updated over a week ago
Redtail Mapping Table
A detailed list of fields that map to/from Redtail CRM
Written by
Courtney
Updated over a week ago
PreciseFP Bulk Importer
Create Client/Prospect accounts via CSV/XLS file.
Written by
Courtney
Updated over a week ago
Collegiate Funding Solutions
Our integration with CFS EZ College Planning.
Written by
Courtney
Updated over a week ago
SmartOffice Integration Overview
With our integration partner, SmartOffice, you can send information and also receive information into your PreciseFP account.
Written by
Courtney
Updated over a week ago
MoneyGuide Integration Overview
Export (to MoneyGuidePro) Only
Written by
Courtney
Updated over a week ago
Redtail Integration Overview
With our integration partner, Redtail, you can send information and also receive information into your PreciseFP account.
Written by
Courtney
Updated over a week ago
PDF, XLS & CSV Export Overview
How to make an export of your client/prospects data in PDF/XLS/CSV.
Written by
Courtney
Updated over a week ago
eMoney Integration Overview
With our integration partner, eMoney, you can send information and also receive information into your PreciseFP account.
Written by
Courtney
Updated over a week ago
Salesforce Enterprise Integration Overview
A bi-directional integration with Salesforce CRM.
Written by
Courtney
Updated over a week ago
Wealthbox Integration Overview
With our integration partner, Wealthbox CRM, you can send information and also receive information into your PreciseFP account.
Written by
Courtney
Updated over a week ago