Integrations - PreciseFP

• Overview
• Requirements
• Setup
• SmartOffice Setup
• PreciseFP Setup
• Using the Integration
• Contact Field Mapping

Overview

The PreciseFP integration for SmartOffice enables users to push client data from PreciseFP into SmartOffice and pull contact data from SmartOffice into PreciseFP.

For more information about PreciseFP, go to the PreciseFP website.

Requirements

• PreciseFP account

Setup

SmartOffice 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 PreciseFP in the Integration section.
3. Select Menu \> Save.
4. Repeat these steps for each additional user.

PreciseFP Setup

In PreciseFP, the user must turn on SmartOffice on the integration settings page. For details, see PreciseFP's instructions.

Using the Integration

From PreciseFP, you can import contact data from SmartOffice into a new PreceiseFP client record. Also, you can export client/prospect data from PreciseFP to create a contact record in SmartOffice. For details, see PreciseFP's instructions.

Contact Field Mapping

For information about how contact fields are mapped between SmartOffice and PreciseFP, refer to PreciseFP's mapping table.