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intelliflo office
10
VIDEO: How to set up and use the integration with intelliflo office
How do I set up an integration with intelliflo office?
What client-related data is currently available via the intelliflo office integration?
What plan-related data is currently available via the intelliflo office integration?
How do I import a client from intelliflo office into Genovo?
View all 10
Xplan
10
VIDEO: How to set up and use the integration with Xplan
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?
View all 10
Curo (Time4Advice)
11
VIDEO: How to set up and use the integration with Curo
How do I set up an integration with Curo for my company and its users?
How do I see which Curo account is linked to my Genovo account?
What client-related data is currently available via the Curo integration?
What plan-related data is currently available via the Curo integration?
View all 11
Dynamic Planner
2
How do I set up an integration with Dynamic Planner?
What data is currently made available via the integration?
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