Integrations Overview
The following considerations must be noted before initiating Update actions:
The NowInfinity button will be visible in the MPM Client View when a MPM Client is connected to a NowInfinity Client. This is subject to the security rights of a person.
When the NowInfinity button is clicked the company profile information will be retrieved for the selected Client from NowInfinity.
Click the NowInfinity button to open the Client in NowInfinity.
GETTING STARTED
Once you have completed the wizard, NowInfinity will now appear under the Active Apps section. Select NowInfinity to view your newly created integration profile.
The current token for the profile will display with the scopes used, Token Expiry and Refresh Expiry. If there is no token or a revoked token, the blue connector button will appear.
Click the button to initiate the Consent Flow between MPM and NowInfinity.
The final step of connection is selecting an Associated Entity for this profile (This feature is for users who have access to Parent / Child Accounts with NowInfinity).
To select the Associated Entity, click Connect again.
Click the Allocate Entity Button on the right hand side.
Select an Associated Entity from the drop down list and click Save.
Your NowInfinity profile is now ready to use.
Users also have the ability to remove access for a profile, to do this click the Connect Button.
If you have issues with authorizing MPM access to NowInfinity, please contact your NowInfintiy Administrator and ask them to give your Account API access permissions. Alternatively please ask a user with Acces rights to connect MPM and NowInfinity to complete this process.
The grid allows actions on each token in the list.
NowInfinity Integration
Client Integration
Click on the Client button of a selected Profile to launch the Integration dashboard for NowInfinity.
1. Information bar
2. Selection Filters
The following filter options are available for the page.
Status– This selector can be used to display clients for one of the following Statuses:
The MPM and NowInfinity Client records will be linked if any one of the following values on the left are matched:
Retrieve full Client list – This checkbox allows for a full client list refresh to be triggered when a Refresh from NowInfinity is performed.
3. Tab Sections
Multiple Tab sections are displayed on the page as determined from the Profile Settings.
4. Action buttons
The action buttons operate independently for each Tab Section:
Clients
This page will display the matching information for Client records. The following button actions are available for Clients:
Refresh from NowInfinity
Live information will only be changed by executing a process for one of the Update buttons.
The Profile settings can be used to activate the Sync of Trusts and/or Individuals.
This report will provide a detailed listing of Client matching errors and it will show the values in MPM and NowInfinity. The filters can be changed to show all Clients.
This report will validate and report on matching errors for Client Code and ACN (or ABN for Trusts). The Report has a filter setting that will allow for flagging of mismatched records so that they are pre-selected for updating to NowInfinity.
Client Grid Actions
As a default, one row is shown per client.
The Client grid row has the following actions (as marked with the blue labels):
This will expand the client row to show the reference number details for a Client.
This will remove the Client link from the Sync profile.
The row selector is disabled when this alert is shown. The Alert will display for anyone of the following conditions:
Business Structure
Contacts
Contact Sync is disabled by default. The reason for this is that NowInfinity creates more than one contact record for a person if that person is linked to more than one Client.
Contacts are matched using the Email address and Name.
Ensure that contact email addresses are not used for different people.
The following actions are available when Contact Sync is enabled:
This report will provide a listing of Contact matching errors and it will show the values in MPM and NowInfinity.
History
This page provides a log of the actions that are executed and it allows for exception reports to be viewed for a process.
The History grid identifies the following information:
The following actions are available:
Source
This page provides access to the source files retrieved for the Refresh from NowInfinity process.
The source files, saved in JSON format contain the original information retrieved from NowInfinity when the Refresh from NowInfinity process is executed.
The following actions are available:
Appendix 1 – Client fields updated between MPM and NowInfinity
Object
NowInfinity Fields
GS Field
NowInfinity status
GS Status
Update
Client
Reference Number
Client.ClientCode + underscore + Client.OfficeCode
optional
mandatory
P
Client
Name
Client.ClientSurname
mandatory
mandatory
P
Client
ACN
Client.ClientIDNumber
optional
optional
P
Client
BusinessNumber
Client.ClientTaxVat
optional
optional
P
Client
BusinessStructure
Client.TypeCode
optional
mandatory
P
Company
CO – Company
Business structure mapping to Type
P
Individual
IN – Individual
Only synced where Client of the firm
Business structure mapping to Type
P
Trust
TR - Trusts
Business structure mapping to Type
P
DateOfRegistration
Register.RegDate
Optional
Optional
P
DateOfAnnualReview
Optional
Optional
Status
mandatory
Client
Principal Address
AddressDetail.Address1 (ADBUS)
optional
optional
P
Client
Principal Address City
AddressDetail.Town (ADBUS)
optional
optional
P
Client
Principal Address Region
AddressDetail.Region (ADBUS)
optional
optional
P
Client
Principal Address PostCode
AddressDetail.PostCode (ADBUS)
optional
optional
P
Client
Principal Address Country
AddressDetail.Country (ADBUS)
optional
optional
P
Client
Registered Address
AddressDetail.Address1 (ADTAX)
optional
optional
P
Client
Registered Address City
AddressDetail.Town (ADTAX)
optional
optional
P
Client
Registered Address Region
AddressDetail.Region (ADTAX)
optional
optional
P
Client
Registered Address PostCode
AddressDetail.PostCode (ADTAX)
optional
optional
P
Client
Registered Address Country
AddressDetail.Country (ADTAX)
optional
optional
P
For Individuals only
Client
FirstName
Client.ClientName
optional
Mandatory
P
Client
Surname
Client.ClientSurname
optional
mandatory
P
Client
MiddleName
Merged into Client.ClientName
optional
not available
P
Client
InformalName
optional
not available
Client View Display only
TotalAmountOwing
Display in Client View
Display only
Contact
Biling Contact
Display in Client View
optional
Display only
Contact
Signing Contact
Display in Client View
optional
Display only
Officers
Name
Display in Client View
Optional
Display only
Officers
Position (Director, Secretary)
Display in Client View
Optional
Display only
Officers
Appointed Date
Display in Client View
Optional
Display only
Officers
Resigned Date
Display in Client View
Optional
Display only
Shares
Structure – Class/Description
Display in Client View
Optional
Display only
Shares
Structure – Number Issued
Display in Client View
Optional
Display only
Shares
Structure – Amount Paid
Display in Client View
Optional
Display only
Shares
Structure – Amount Unpaid
Display in Client View
Optional
Display only
Shares
Shareholders – Name
Display in Client View
Optional
Display only
Shares
Shareholders – Class
Display in Client View
Optional
Display only
Shares
Shareholders – Number of Shares
Display in Client View
Optional
Display only
Shares
Shareholders – Fully Paid
Display in Client View
Optional
Display only
Shares
Shareholders –Beneficially Owned
Display in Client View
Optional
Display only
Appendix 2 – Default Settings to be configured for Client Additions to MPM
The following system options must be configured for each office that is linked to a NowInfinity Integration Profile:
Name | ||
1 | NowInfinity Default Office | Needed when more than one office is configured. |
2 | NowInfinity Default Partner | The Client Partner is mandatory when adding a new client in MPM. The person selected here will be applied for new clients. |
3 | NowInfinity Default Manager | The Client Manager is mandatory when adding a new client in MPM. The person selected here will be applied for new clients. |
4 | NowInfinity Default In-Charge | The Client Incharge is mandatory when adding a new client in MPM. The person selected here will be applied for new clients. |
5 | NowInfinity Default Billing Contact Type | SECB Contact. |
6 | NowInfinity Default Signing Contact Type | SECS Contact. |
7 | CRM Default Group This setting is system-wide and used by various other processes. | The Client Group is mandatory when adding a new client in MPM. |
This information is used when clients are added to GreatSoft (from NowInfinity) when the
Update MPM
process is executed.