Exporting to Docupace

Importing into Docupace

Additional Notes

• All clients and prospects will be imported from / exported to Docupace as prospects.

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• First name, Last name and TIN/SSN fields are not updated by the integration. Once these fields have a value in Docupace, they cannot be modified by the export functionality. You will need to update these fields manually when required.

• Docupace converts and stores some values as uppercase (ie. name, address, etc.). When importingfrom Docupace, values will be imported into PreciseFP as uppercase.

• If the client’s account contains co-clients, the export procedure is the same. However, as a result Docupace creates a separate Work Item for client and for each co-client.

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