It's really easy to activate an integration with Plannr. Simply log in to your Genovo account and click the Integrations icon on the main dashboard.  ...

Below is a summary of the fields that are currently integrated, showing the equivalent Plannr field mapping as well as any 'translation' of Plannr d...

Included below is a summary of the fields that are currently integrated within each Genovo section. It also shows the equivalent Plannr field mapping as wel...

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

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 Plannr into the following review sections: Review of Your Existi...

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 ...

Having added an integrated plan to Genovo, it could be that you need to unlink it because you're changing back office systems for example.  To unlin...