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OnboardMe + Kloud Connect
Clients sync with Kloud Connect, and signed proposals and onboarding documents are filed with the metadata you set.
What syncs
What moves between OnboardMe and Kloud Connect.
Clients ⇄ both ways
Clients, addresses, divisions and users, with partner and manager codes mapped.
Documents → to Kloud Connect
Signed proposals, onboarding PDFs and uploaded documents filed with metadata.
How it works
How OnboardMe works with Kloud Connect.
Step 1
Connect Kloud Connect
Sign in from OnboardMe. Clients, divisions and users come across.
Step 2
Set metadata defaults
Choose the default metadata values applied to filed documents.
Step 3
Client signs and onboards
Signed proposals and onboarding documents are filed automatically for linked clients.
Setup
Getting connected
Connect by signing in to Kloud Connect from OnboardMe. It’s in beta, so contact us to join.
- A client code is required for each client pushed.
- Changes to active clients are pushed straight away, and Kloud Connect changes are pulled back every hour.
- Link existing clients, users and divisions, and open a client in Kloud Connect from OnboardMe.
Related
More in Practice management.
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FYI
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Sync clients, create work items and file signed documents in Karbon.
Stay updated
Get the latest updates on new features, integrations, and tips for onboarding clients.
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