Integrations - PlanFacts

• Overview
• Requirements
• Setup
• Using the Integration

Overview

The PlanFacts integration with SmartOffice enables users to create cases in the PlanFacts financial planning suite using data from SmartOffice. The integration also enables users to access PlanFacts from SmartOffice without having to sign in to PlanFacts.

For more information about PlanFacts, visit the PlanFacts website.

Requirements

• PlanFacts account

Setup

A SmartOffice user with administrator rights must enable the appropriate license for each SmartOffice user who will use the integration.

1. In SmartOffice, select Setup \> User Accounts and access the User Rights content link for the user's account.
2. In the Licenses column, select PlanFacts SSO in the Integration section.
3. Select Menu \> Save.
4. Repeat these steps for each additional user.

Using the Integration

For information about using the integration, see PlanFacts's instructions.