--- title: PreciseFP Integration Guide description: The PerciseFP integration allows you to export mapped data from PreciseFP to Holistiplan, including uploaded tax returns. --- [Skip to content](https://help.holistiplan.com/how-do-i-integrate-with-precisefp#main-content) English Show submenu for translations [More support](https://help.holistiplan.com/kb-tickets/new?hsLang=en) [![Holistiplan Logo (800x200 px).webp\]](https://help.holistiplan.com/hs-fs/hubfs/Holistiplan%20Logo%20(800x200%20px).webp?width=160&height=40&name=Holistiplan%20Logo%20(800x200%20px).webp)](https://www.holistiplan.com/) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.holistiplan.com/kb-tickets/new) Holistiplan Knowledge Base - There are no suggestions because the search field is empty. 1. [Help Center](https://help.holistiplan.com/?hsLang=en) 2. [Integrations](https://help.holistiplan.com/integrations?hsLang=en) 3. [Integrations](https://help.holistiplan.com/integrations?hsLang=en#integrations) # PreciseFP Integration Guide ## 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:  ![](https://downloads.intercomcdn.com/i/o/1122369756/5fff4986d37f5e3b7fcbee7d/aaarticle1.png?expires=1722443400&signature=61fa9e3b988bb504ccd61207e75032e7561d5ee913d3ad9e54ca69f69450018c)   Click **Enable** twice to be redirected to Holistiplan and enter your login credentials: ![](https://downloads.intercomcdn.com/i/o/1122372418/985d7a18b273eb5d6910c4f7/image.png?expires=1722443400&signature=11ccf9985e62c9b9bc668a1e4286ed28ef4c4eb04bc5b6d16708aca267f879da)   Click **Authorize**: **![](https://downloads.intercomcdn.com/i/o/1122370898/2923c87c25e8b3251f5a5289/image.png?expires=1722443400&signature=1a386649bcb4546fd6dc2321ac381407afd7306eda7fb7feef5720252ca19e95)**   The Holistiplan tile should now display **Enabled**: ![](https://downloads.intercomcdn.com/i/o/1122374462/43255362ab1818c422f5e56a/image.png?expires=1722443400&signature=9b760e1fb31b10ad7d47b3e84d6af15287517d12b0c38f5c3f9bc32ad5831dde) ---   ### Exporting to Holistiplan    Select the account you wish to export, then click the **Export**:  ![](https://downloads.intercomcdn.com/i/o/1122392812/b668e74155a14e81af105496/aaarticle1.png?expires=1722443400&signature=6a2de7995976265153bd08e493368c1d6ddd59c407602436ef05dadc0ea94eed)   Choose between creating a new record, or export to an existing record by searching by last name: ![](https://downloads.intercomcdn.com/i/o/1122393270/850d33df5cf3747444b8c468/image.png?expires=1722443400&signature=5840dc3c341339e6e66875c6876b0ccb404ddbec5a99dc0fffb39ef3bdff387a)   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](https://help.precisefp.com/en/articles/8833789-integration-mapping). ![](https://downloads.intercomcdn.com/i/o/1122403709/c664706f498232b0441b6ee4/image.png?expires=1722443400&signature=308b0d2b8613caf3ec79154fc71e13f824c7b8af3e4dbd6347918ef28c7b4c22)   **Note:** - This will export all mapped data and the tax return document to Holistiplan. - 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. - 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](https://help.precisefp.com/en/articles/8833789-integration-mapping).     - [Getting Started at Holistiplan - 101](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#main-content) - [How to Contact Support](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#how-to-contact-support) - [Ready to Get Started?](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#ready-to-get-started) - [Getting Started with Your Households](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#getting-started-with-your-households) - [Tax Report](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#tax-report) - [Scenario Analysis](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#scenario-analysis) - [Master Your Dashboard](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#master-your-dashboard) - [Tips for New Users](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#tips-for-new-users) - [Deeper Dive at Holistiplan - 201](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#main-content) - [Mastering the Tax Report: Advanced Insights and Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#mastering-the-tax-report-advanced-insights-and-analysis) - [Advanced Planning with Scenario Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#advanced-planning-with-scenario-analysis) - [Roth Projection Tool](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#roth-projection-tool) - [Using the Tax Explainer](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#using-the-tax-explainer) - [Tax Letter- Adding Value for Your Clients](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#tax-letter-adding-value-for-your-clients) - [Holistiplan Basics](https://help.holistiplan.com/holistiplan-basics?hsLang=en#main-content) - [Uploading Returns](https://help.holistiplan.com/holistiplan-basics?hsLang=en#uploading-returns) - [Household Information](https://help.holistiplan.com/holistiplan-basics?hsLang=en#household-information) - [Tools & Resources](https://help.holistiplan.com/holistiplan-basics?hsLang=en#tools-resources) - [Firm Admins](https://help.holistiplan.com/holistiplan-basics?hsLang=en#firm-admins) - [Holistiplan Academy - Upload Breakdown](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#main-content) - [Tax Report](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#tax-report) - [Scenario Analysis](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#scenario-analysis) - [Billing and Subscriptions](https://help.holistiplan.com/billing-and-subscriptions?hsLang=en) - [User Admin](https://help.holistiplan.com/user-admin?hsLang=en) - [Tax Reports](https://help.holistiplan.com/tax-reports?hsLang=en#main-content) - [Tax Report FAQ](https://help.holistiplan.com/tax-reports?hsLang=en#tax-report-faq) - [Scenario Analysis](https://help.holistiplan.com/scenario-analysis?hsLang=en#main-content) - [General Administration and Editing](https://help.holistiplan.com/scenario-analysis?hsLang=en#general-administration-and-editing) - [Business Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#business-income) - [Charitable Giving Strategies](https://help.holistiplan.com/scenario-analysis?hsLang=en#charitable-giving-strategies) - [Credits and Deductions](https://help.holistiplan.com/scenario-analysis?hsLang=en#credits-and-deductions) - [Equity Compensation](https://help.holistiplan.com/scenario-analysis?hsLang=en#equity-compensation) - [Filing Status](https://help.holistiplan.com/scenario-analysis?hsLang=en#filing-status) - [Range Calc/Solve for Max](https://help.holistiplan.com/scenario-analysis?hsLang=en#range-calc-solve-for-max) - [Retirement Plan Contributions and Distributions](https://help.holistiplan.com/scenario-analysis?hsLang=en#retirement-plan-contributions-and-distributions) - [Roth Conversions](https://help.holistiplan.com/scenario-analysis?hsLang=en#roth-conversions) - [State Taxes](https://help.holistiplan.com/scenario-analysis?hsLang=en#state-taxes) - [Strategy Illustrations](https://help.holistiplan.com/scenario-analysis?hsLang=en#strategy-illustrations) - [Wages](https://help.holistiplan.com/scenario-analysis?hsLang=en#wages) - [Scenario Analysis FAQ](https://help.holistiplan.com/scenario-analysis?hsLang=en#scenario-analysis-faq) - [Supplemental Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#supplemental-income) - [Roth Projection Tool](https://help.holistiplan.com/roth-projection-tool?hsLang=en) - [Tax Letters](https://help.holistiplan.com/tax-letters?hsLang=en) - [Explainer Reports](https://help.holistiplan.com/explainer-reports?hsLang=en) - [P&C Insurance Planning](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#main-content) - [Basics](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#basics) - [Getting Started](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#getting-started) - [Features/Additional Information](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#features-additional-information) - [Integrations](https://help.holistiplan.com/integrations?hsLang=en#main-content) - [Single Sign-On](https://help.holistiplan.com/integrations?hsLang=en#single-sign-on) - [API](https://help.holistiplan.com/integrations?hsLang=en#api) - [CRM Integrations](https://help.holistiplan.com/integrations?hsLang=en#crm-integrations) - [Integrations](https://help.holistiplan.com/integrations?hsLang=en#integrations) - [Security](https://help.holistiplan.com/security?hsLang=en) - [Tax Transcripts](https://help.holistiplan.com/tax-transcripts?hsLang=en) Copyright © 2025, Holistiplan LLC ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://8752285.fs1.hubspotusercontent-na1.net/hubfs/8752285/Holstiplan%20and%20PreciseFP%20Integration%20Demo.mp4", "dateModified" : "2024-07-31T19:33:48.499Z", "duration" : "PT2M19S", "height" : 720, "name" : "Holstiplan and PreciseFP Integration Demo", "thumbnailUrl" : "https://8752285.fs1.hubspotusercontent-na1.net/hubfs/8752285/Holstiplan%20and%20PreciseFP%20Integration%20Demo.mp4/medium.jpg", "uploadDate" : "2024-07-31T19:33:48.493Z", "width" : 1280 } ```