Worksorted Integration Guide

Worksorted Integration Guide

AR Module
Worksorted
PushPullComments
Mini Fact FindN/AN/A
Add ClientN/AN/A
People✓xProfessionals are not pushed to Worksorted
Entities✓x
Address✓x
Contact Details✓x
Employment✓x
Assets✓xOnly 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✓xOnly 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 - Superannuationxx
Retirement - Pensionxx
Insurancexx
Income✓x
Expensesxx
Objectivesxx
Goalsxx
Advice Scopexx
File Notesxx
Tasksxx
Estate Planningxx
Needs and Preferencesxx
Centrelinkxx
Aged Carexx
Business Insurancexx
General Insurancexx
Investment Holdingsxx

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