This video walks you through how you can easily integrate Genovo with intelliflo office, the back office software from intelliflo.  It demonstrates how,...

It’s really easy to integrate your intelliflo office and Genovo accounts. Requesting the app via the intelliflo store Just login to your intelliflo ...

Client Library A few of the fields in the Genovo Client library are currently not integrated. This could be for one of two reasons: 1) There is no c...

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...

The clients you pull across from intelliflo office will be stored in the Client & Report Library within Genovo. If you’re subscribed to a multi-user...

Having added an integrated client to Genovo, you can update the data contained within the integrated fields at any time from within the Client & report ...

Having added an integrated client to Genovo, it could be that you need to unlink it because you're changing back office systems for example.  You can on...

It is possible to convert an existing non-integrated client that’s already saved within the Client Library into an integrated client. This has a number of b...

When building a report for an integrated client, you can pull details of their plans from intelliflo office into the following review sections: Review of ...

Having added an integrated plan for an integrated client, you can really easily update the data contained in the integrated fields at any time, for example ...