Integrations - Quik! Forms App

• Overview
• Requirements
• Setup
• Using the Integration
• SmartOffice Fields That Can Be Imported

Overview

The Quik! Forms App integration enables SmartOffice users to fill out financial forms in the Quik! web app by importing contact data from SmartOffice into Quik!.

For more information about the Quik! Forms App, visit the Quik! website.

Requirements

• Quik! Forms App subscription

Setup

Follow the setup instructions provided by Quik! to link your SmartOffice account to your Quik! account.

Using the Integration

To import SmartOffice contact data into Quik!, select a form or form bundle in Quik!, and then use the Add People feature in Quik! to search for a SmartOffice contact. For more information, refer to the Quik! documentation.

SmartOffice Fields That Can Be Imported

For a list of SmartOffice contact fields that can be imported into Quik!, refer to this Quik! support topic.