Integrations

Integration View

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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

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Field Mapper

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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

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