Intelliflo (iO) 10

• VIDEO: How to set up and use the integration with Intelligent Office
• How do I set up an integration with Intelligent Office (iO)?
• What client-related data is currently available via the iO integration?
• What plan-related data is currently available via the iO integration?
• How do I import a client from iO into Genovo?

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Xplan (in beta) 7

• How do I set up an integration with Xplan?
• What client-related data is currently available via the Xplan integration?
• What plan-related data is currently available via the Xplan integration?
• How do I import a client from Xplan into Genovo?
• How do I refresh an integrated client?

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