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Curo (Time4Advice)

VIDEO: How to set up and use the integration with Curo
This video walks you through how you can easily integrate Genovo with Curo, the back office software from Time4Advice. It will also demonstrate how, having ...
Wed, 7 Apr, 2021 at 10:35 AM
How do I set up an integration with Curo for my company and its users?
To set up the integration with Curo for your company and its user(s) you will in the first instance need to:  Send Genovo a support ticket and ask us to c...
Fri, 26 Feb, 2021 at 4:26 PM
How do I see which Curo account is linked to my Genovo account?
As part of the initial set-up of the Curo integration your Account Admin would have provided details as to which Curo user account should be linked to which...
Thu, 25 Feb, 2021 at 9:21 PM
What client-related data is currently available via the Curo integration?
A small number of the fields in the Genovo Client library are not currently integrated. This could be for one of two reasons: 1) There is no correspondi...
Thu, 25 Feb, 2021 at 9:22 PM
What plan-related data is currently available via the Curo integration?
Below is a summary of the fields that are currently integrated within each Genovo section, showing the equivalent Curo field mapping as well as any 'tr...
Mon, 12 Apr, 2021 at 12:02 PM
How do I import a client from Curo into Genovo?
The clients you pull across from Curo will be stored in the Client Library within Genovo. If you’re subscribed to a multi-user Company Plan and Share C...
Thu, 25 Feb, 2021 at 9:22 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 integ...
Thu, 25 Feb, 2021 at 9:22 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...
Thu, 25 Feb, 2021 at 9:22 PM
How do I pull an Curo integrated client's plans into a report?
When building a report for an integrated client, you can pull details of their plans from Curo into the following review sections: - Review of Your Exis...
Thu, 25 Feb, 2021 at 9:22 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...
Thu, 25 Feb, 2021 at 9:23 PM