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 also demonstrates how, having...
Fri, 26 Apr, 2024 at 7:56 PM
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 ...
Fri, 26 Apr, 2024 at 7:56 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 whic...
Fri, 26 Apr, 2024 at 7:56 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...
Fri, 26 Apr, 2024 at 7:56 PM
What plan-related data is currently available via the Curo integration?
Included below is a summary of the fields that are currently integrated within each Genovo section. It also shows the equivalent Curo field mapping as well ...
Fri, 16 Aug, 2024 at 9:05 AM
How do add a client from Curo into Genovo?
The clients you pull across from Curo will be stored in the Client & Report Library within Genovo. If you’re subscribed to a multi-user Company Plan...
Fri, 26 Apr, 2024 at 7:56 PM
How do I update an integrated client?
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 ...
Fri, 26 Apr, 2024 at 7:56 PM
How do I unlink an integrated client?
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...
Fri, 26 Apr, 2024 at 7:57 PM
How do I convert a non-integrated client into an integrated client?
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...
Fri, 26 Apr, 2024 at 7:57 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 Curo into the following review sections: Review of Your Existing...
Fri, 26 Apr, 2024 at 7:57 PM