Use this page when you need to inspect or connect a client integration.
Open The Integrations Overview
Start from the client Integrations overview to see which providers are connected or available.
Request Or Connect An Integration
Open client integration settings when you need to request a client connection, connect an available integration, or confirm that a provider is coming soon.
Use The Clients Table Shortcut
From the firm Clients list, use the Integrations column. A provider badge or Add opens the integration dialog for that client.
Check Before You Leave
You should know which source is connected, which source is missing, and what the next safe connection or request action is.
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