intelliflo office

VIDEO: How to set up and use the integration with intelliflo office
This video walks you through how you can easily integrate Genovo with intelliflo office, the back office software from intelliflo. It will also show you how...
Wed, 19 May, 2021 at 1:09 PM
How do I set up an integration with intelliflo office?
It’s really easy to integrate your intelliflo office and Genovo accounts. Requesting the app via the intelliflo store Just login to your intelliflo ...
Wed, 19 May, 2021 at 1:35 PM
What client-related data is currently available via the intelliflo office integration?
A few of the fields in the Genovo Client library are not currently integrated. This could be for one of two reasons: 1) There is no corresponding field ...
Wed, 19 May, 2021 at 1:11 PM
What plan-related data is currently available via the intelliflo office integration?
The intelliflo API is not currently extensive enough to populate all of the Genovo plan-related fields. However, it does cover a significant number of the f...
Thu, 20 May, 2021 at 9:59 AM
How do I import a client from intelliflo office into Genovo?
The clients you pull across from intelliflo office will be stored in the Client Library within Genovo. If you’re subscribed to a multi-user Company Pla...
Wed, 19 May, 2021 at 1:36 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 the Client Library into an integrated client. This has a number...
Wed, 19 May, 2021 at 1:20 PM
How do I pull an intelliflo integrated client's plans into a report?
When building a report for an integrated client, you can pull details of their plans from intelliflo office into the following review sections: - Review...
Wed, 19 May, 2021 at 1:21 PM
How do I refresh an integrated plan?
Having added a plan for an integrated client within Genovo, you can really easily update the data contained in the integrated fields at any time, for exampl...
Tue, 16 Feb, 2021 at 2:48 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 ...
Wed, 19 May, 2021 at 1:22 PM