Addons
The Addons store is the place to find extra features you can add to Plannr.
From any page in Plannr, go to Settings then select Addons.
From here you will be able to see the Addons available, and you can sort using the Categories on the left. In this example, the Nucleus integration has already been added so there is a little green tick.
To add a new Addon, simply click on one that is not already active, in this case Transact Valuation Feed.
You'll then see this pop up with several sections, the first two of these being Info and Setup Instructions, which, as their names suggests, gives basic information about this particular Addon, and details on how to set it up.
Configuration asks for the Transact Number and TRDS Password. After these are entered, select Enable to add this to Plannr!
There are multiple boxes here as you can add multiple Transact logins if you wish
For Transact plans the policy number has to be the wrapper key starting IH.
From any page in Plannr, go to Settings then select Addons.
From here you will be able to see the Addons available, and you can sort using the Categories on the left. In this example, the Nucleus integration has already been added so there is a little green tick.
Adding an Addon
To add a new Addon, simply click on one that is not already active, in this case Transact Valuation Feed.
You'll then see this pop up with several sections, the first two of these being Info and Setup Instructions, which, as their names suggests, gives basic information about this particular Addon, and details on how to set it up.
Configuration asks for the Transact Number and TRDS Password. After these are entered, select Enable to add this to Plannr!
There are multiple boxes here as you can add multiple Transact logins if you wish
For Transact plans the policy number has to be the wrapper key starting IH.
Updated on: 09/10/2023
Thank you!