Integration View
Account Tabs
- These are all fields correlated to the Account or Business
- Examples would be for KYB and Account data within CRMs
Contact Tab
- These are all fields are correlated to the Primary Signer
- Examples would be for KYC, Bank, Credit, and Contact data within CRMs
Additional Contacts Tab
- These are all fields are correlated to any Additional Owners
- Examples would be for KYC, Bank, Credit, and Contact data within CRMs
Field Mapper
Form Field
- This is a dropdown menu of options for fields that are on this Template
- The clear icon to the left of the field will clear the value
Identifier
- This is the field Under will be using to grab data from outside databases or push to CRMs
Status
- This is a true/false field
- The green check mark indicates the field types match
- The red caution symbol indicates that there is no value in the form field or the field types do not match
Integration Icons
- Show you which fields will be used for each individual integration