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Getting Started

  • Introduction
  • Authentication

API Guides

  • Batch Transaction Import
  • Batch Import Status
  • Single Transaction Import
  • Transaction Status
  • Document Import
  • Diligent Forms
  • Tax Calculations
  • Subscribe for Updates

Webhooks

  • Overview
  • Request Security & Validation
  • Configuration
    • Transaction
    • Batch
    • Taxes & Fees

Integrations

  • Overview
  • Applied Systems
    • Applied Epic™
      • Overview
      • Import Policy Data
      • Troubleshooting
  • Vertafore
    • AIM™
      • Overview
      • Import Policy Data
      • Create a payment batch
      • Troubleshooting
    • AMS360™
      • Overview
      • Import Policy Data
      • Troubleshooting
  • Insurity
    • Concept One™
      • Overview
      • Import Policy Data
      • Troubleshooting

CSV Imports

  • Field Requirements & Definitions
  • Importing Transactions
  • Importing Documents
  • Troubleshooting Imports

SSO

  • Okta SSO Setup
  • Microsoft Azure SSO Setup
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Updated 28 days ago


Introduction