Overview: Export a Client from PreciseFP to Asset-Map and Import a Client into PreciseFP from Asset-Map
PreciseFP Integration Articles
Please click below to take you to the PreciseFP Support Documentation.
A detailed list of fields that map between PreciseFP and Asset-Map.
Tips and Troubleshooting
Joint Ownership - Asset-Map employs a different structure for joint ownership (percentage ownership). Unfortunately, the workaround is to set the owner as either the client or the co-client prior to the export to Asset-Map. Or, you can edit the Asset-Map template and remove that Joint option in the template editor. That will allow for re-assignment within Asset-Map.
"Ownership" in PreciseFP must be designated to map correctly into Asset-Map.
Clean data in PreciseFP makes for improved imports.
When exporting from Asset-Map to PreciseFP, ensure the Email field in the Details tab of the Primary member is populated to map properly into PreciseFP.
PreciseFP Support
Live support is available Mon. - Fri. 9am - 6pm ET
Email: support@precisefp.com
Chat: You can chat with them via their website or through your PreciseFP dashboard by clicking on the green chat icon in the lower right hand corner.
Tags: precise, FP, integration, export, import, client, prospect, update
9/2023