Integrations & Technical Information

API

• Postman collection for API

Product specifications

• Suitability Compass
• Why can't I approve a client's response?

Technical Information

• Data Security Implementation and Compliance Summary
• Where is the help menu and how to use it?
• Information for IT security

CRM integrations

• Integration partners
• Curo (Time4Advice) Video
• Intelliflo integration video