Engage integrates with Innotrust to give you quick access to financial account data and send Engage contact information to Innotrust. First, access Real-Time financial account data on the financial account record. Then, on the contact record, use the Upload Contact button to send contact data to Innotrust.
See Real Time Account Data in Engage
Utilize your Innotrust credentials to access live data on your financial accounts. The web resource includes the following details:
-
Account Title
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Valuation Date
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Market Value
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Principal
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Income
Note: Users will not see the web resource until it is added to the financial account page layout by a System Administrator.
After System Administrators have run the initial uploads to align contact records in both Engage and Innotrust, day-to-day contact updates should be made in Engage.
Using the Contact Upload button is super easy! Create or update the contact information in Engage, then click the Upload Contact button. The contact's data is sent in real-time to Innotrust to either create a new contact record or update an existing record. You will see a confirmation message once the upload is complete.
Note: Users will not see the Upload Contact button on the contact page until the setup steps are complete.
If a matching contact record is found in Innotrust, it will be updated. If no matching record is found, a new contact will be created. We recommend sending the following data points from Engage to the contact record in Innotrust, as long as those fields exist in Engage and are mapped correctly through Data Broker.
- Full Name--First Name, Middle Initial, and Last Name
- Date of Birth
- Date of Death
- Email Address
- Phone Number
- Address
- Gender
- Contact ID
Users must also have the appropriate permissions on Innotrust to create and update contacts in Innotrust.
Next Steps
System Administrators, check out this article for details on setting up the Innotrust integration settings.
