Client Data integration from Access HandiSoft (On Premise) to ChangeGPS

When Access HandiSoft integration is enabled, client names and address details can be imported to ChangeGPS

All Access HandiSoft (On Premise) customers can request this add-on feature. The process involves the following steps:

Step 1: reach out to your Success Manager or submit a ChangeGPS support ticket.

Step 2: the Access Projects Office will contact you to arrange a suitable time for the setup session. You will receive a welcome email with the relevant details and onboarding FAQs.

Step 3: attend the HandiSoft configuration session & confirm the data sync.

Step 4: add the API key to your ChangeGPS account to activate the integration on the Settings > General.  At the bottom of the page under Connection Settings add the private API Key provided.

Step 5: in ChangeGPS search and import client names and address details from HandiSoft

Step 6: (optional) if you also have the Practice Manager module, setup and link related entities into client groups