Our solution has a new prototype integration with CRM Time4Advice(CURO). Currently it enables the export of Personal information to CURO.
Important
Because the integration is in prototype you will need to contact our support team directly to have it set up and enabled.
This integration is only one-way (our system to CURO). Import functionality of Account information is planned for future releases.
How to export a client or a household (set of clients)
Our solution will export Households to CURO as an Account. That means that John and Jane Smith will be exported as
Account = Smith, John & Jane
Clients = John Smith, Jane Smith (assuming they have an email and NI Number)
Ensure set up of your account
Open your client's profile page
Click on the “cog wheel” on the right side and select “Export client”
4. To avoid duplication, we will check to see if the client already exists in CURO by checking name, email and most importantly, NI number.
Note: Our solution assumes the information in the Fact-find is the source of truth and will overwrite existing information in CURO but only the fields stated in the list below.
What information is exported from the Fact-find to CURO?
Client basic details:
Name (First and Last)
Email address
Residential address
National Insurance Number
Gender
Retirement
UK resident
Nationality Country
Date of Birth
Marital Status (Married, Single, Widowed, Civil Partnership)
Phone Number
In good health
Smoker
Has Will
Power of Attorney
And that's it!
Feel free to get in touch if you have further questions.