Worksorted Integration Guide
AR Module | Worksorted |
| Push | Pull | Comments |
| Mini Fact Find | N/A | N/A | |
| Add Client | N/A | N/A | |
| People | ✓ | x | Professionals are not pushed to Worksorted |
| Entities | ✓ | x | |
| Address | ✓ | x | |
| Contact Details | ✓ | x | |
| Employment | ✓ | x | |
| Assets | ✓ | x | Only descriptions (Vehicle Make, Provider, Property Address) are pushed and is limited to these types of Assets in Worksorted:
Vehicle
Bank/Investment Accounts
Principal Residence |
| Debts | ✓ | x | Only the outstanding balance is pushed and is limited to these types of Debts in Worksorted:
Home Loan
Personal Loan
Credit Card Balance
Investment Loan
Other Loan |
| Retirement - Superannuation | x | x | |
| Retirement - Pension | x | x | |
| Insurance | x | x | |
| Income | ✓ | x | |
| Expenses | x | x | |
| Objectives | x | x | |
| Goals | x | x | |
| Advice Scope | x | x | |
| File Notes | x | x | |
| Tasks | x | x | |
| Estate Planning | x | x | |
| Needs and Preferences | x | x | |
| Centrelink | x | x | |
| Aged Care | x | x | |
| Business Insurance | x | x | |
| General Insurance | x | x | |
| Investment Holdings | x | x |
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