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The PerciseFP integration allows you to export mapped data from PreciseFP to Holistiplan, including uploaded tax returns. Integrating begins within PreciseFP.
Note: Data and the tax return will only export manually. Nothing will export automatically.
Holistiplan and PreciseFP Integration Demo
Enabling the integration
Within PreciseFP, navigate to Settings > Integrations, then click on the Holistiplan tile:
Click Enable twice to be redirected to Holistiplan and enter your login credentials:
Click Authorize:
The Holistiplan tile should now display Enabled:
Exporting to Holistiplan
Select the account you wish to export, then click the Export:
Choose between creating a new record, or export to an existing record by searching by last name:
The tax return document must have a year in the file's title in order to export unless you create a custom mapping to the Year of Tax Return field in the integration mapper.
Note:
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This will export all mapped data and the tax return document to Holistiplan.
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Each document is only exported once. To export a document again, you will need to download it, remove it, and re-upload it to your client/prospect profile or you will need to unlink the client/prospect record from Holistiplan.
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The default mapping for the tax return document is to the pre-existing Expenses & Taxes/Annual Taxes/Recent Federal Tax Return, though this can be changed in the integration mapper.