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SmartVault Integration (Beta)
SmartVault Integration (Beta)

How to set up and use the SmartVault Integration

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over 11 months ago

This feature is part of the Scale Plan. Upgrade anytime.

What you can do with the SmartVault Integration

  • Easily import or link clients from SmartVault to Financial Cents

  • Automatically create clients in SmartVault when a client is created in Financial Cents

  • Access SmartVault from within projects, clients or the documents section in Financial Cents

  • Have client documents uploaded to the FC client task portal automatically routed to that client's SmartVault folder

How to integrate with SmartVault & Import/Link Clients

Contact support to set up the integration with SmartVault. Schedule a call here.

Automatically create clients in SmartVault when a client is created in Financial Cents

Accessing SmartVault From Financial Cents

Access SmartVault from projects:

Access SmartVault from the Client's "Integrations" section:

Access SmartVault from the Client's "Files" section:

Client documents uploaded to the FC client task portal are automatically routed to the client's SmartVault folder

If you integrated with SmartVault before November 21st, 2023. You will have to turn on this automation manually. You can learn how to do that in this article.

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