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Overview
Setting up a datafeed in AdviserLogic allows you to automate data syncing, reducing manual entry and ensuring accurate client records. Follow the steps below to configure a datafeed for your preferred provider.
Access the Datafeed Screen
Navigate to the Datafeed screen. From the top right menu panel, select Datafeed FAQ.
📌 This will open an article in a new tab containing setup instructions for available Datafeed providers.
Select Your Provider
Scroll through the list of available datafeeds.
Locate and select the provider you wish to connect.
📌 Each provider may have specific setup steps, so it is important to follow the instructions carefully.
Follow the Setup Instructions
Review the setup details provided for your chosen provider.
Enter the necessary credentials as instructed.
Complete any required authorisation steps to activate the datafeed.
⚠️Important Notes on Datafeed Credentials
Datafeed credentials typically expire every year based on provider policies.
Regularly check and update your credentials to prevent disruptions.
Maintaining housekeeping best practices ensures continuous and accurate data integration. Setting a task to refresh the credentials that coincides with the datafeed expiry will ensure you have uninterrupted datafeeds.
Need Help?
If you encounter any issues during setup, reach out to AdviserLogic Support for assistance. Our team is happy to guide you through the process to ensure your datafeeds are set up correctly.
By following these steps, you can streamline data management and enhance efficiency within AdviserLogic.