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reduce the need to manually re-key by exporting your client and their information from your cash calc account and directly into your back office system to do this youamp;#39;ll firstly need to select a client and then click the integrations tab here youamp;#39;ll see both mr and mrs example client are not currently integrated with a back office this means youamp;#39;ll either need to click the grey button and link your clients to an existing profile within intelliflow office or export them to create a brand new profile now in this case mr and mrs exampleclient are brand new clients who were on boarded using cashcalc and currently do not exist within our back office system we are therefore going to export them to the back office by selecting their name confirming some of their basic information and clicking the export button as soon as you click export your client will immediately be created within your back office and their basic information will be exported with it you can then do
