Intelliflo (iO)

VIDEO: How to set up and use the integration with Intelligent Office
This video walks you through how you can easily integrate Genovo with Intelligent Office (iO), the back office software from Intelliflo. It will also show y...
Mon, 17 Sep, 2018 at 4:31 PM
How do I set up an integration with Intelligent Office (iO)?
It’s really easy to integrate your iO and Genovo accounts. Requesting the app via the iO app store Just login to your iO account, head over to the i...
Mon, 17 Sep, 2018 at 4:55 PM
What client-related data is currently available via the iO integration?
Not all of the fields in the Genovo Client library are currently integrated. This could be for one of two reasons: 1) There is no corresponding field in...
Mon, 17 Sep, 2018 at 5:37 PM
What plan-related data is currently available via the iO integration?
Not all of the Genovo plan-related fields are currently available via the iO API. Below is a summary of the fields that are currently integrated within each...
Mon, 17 Sep, 2018 at 5:37 PM
How do I import a client from iO into Genovo
The clients you pull across from iO will be stored in the Client Library within Genovo, and can be accessed via the Client Library or Write / View Reports i...
Mon, 17 Sep, 2018 at 5:35 PM
How do I refresh an integrated client?
Having created an integrated client within Genovo, you can refresh / update the data contained in the integrated fields at any time. To refresh an integrate...
Thu, 16 Aug, 2018 at 12:17 PM
How do I convert a non-integrated client into an integrated client
It is also possible to convert an existing non-integrated client that’s already saved within your Genovo Client Library into an integrated client. This has ...
Fri, 17 Aug, 2018 at 12:38 PM
How do I pull an integrated client's plans into a report?
When building a report for an integrated client, you can pull details of their plans from iO into the following review sections: - Review of Your Existi...
Tue, 18 Sep, 2018 at 11:33 AM
How do I refresh an integrated plan?
Having added a plan for an integrated client within Genovo, you can then really easily update the data contained in the integrated fields at any time, for e...
Mon, 17 Sep, 2018 at 5:25 PM
How do I convert a non-integrated plan into an integrated plan
To convert an existing non-integrated plan into an integrated plan you will, in the first instance, need to ensure that the client to whom the plan belongs ...
Fri, 17 Aug, 2018 at 1:32 PM