Nucleus Integration
We now have an integration with Nucleus! This guide will show you how to set it up.
Go to the Addon store from the Settings tab. From here, select the Nucleus integration.
From here, under the Setup Instructions you can see what you need to do to get this addon active. You will need to contact Nucleus at [email protected] or raise a JIRA request with them. Once they have confirmed your login details, you can go to the Configuration tab to input these. Once you have input these you can then and enable the addon on the right-hand side.
From the Contacts tab, select Tools and then Sync from Nucleus.
This integration does not pull through the assigned adviser, so you will need to go through and need to update each client manually or via the client update import. More information on imports is available here.
Please note: If you want to delete a Nucleus client you have to do so from Plannr and Nucleus.
Once your contacts are synced, you can sync their plans.
From the Plans tab, select Tools and then Sync from Nucleus.
This integration does not pull through the assigned adviser, so you will need to go through and need to update each plan manually or via the plan update import. More information on imports is available here.
After the initial manual sync, Plannr will sync with Nucleus daily to ensure your data is up to date.
Setting up the Addon
Go to the Addon store from the Settings tab. From here, select the Nucleus integration.
From here, under the Setup Instructions you can see what you need to do to get this addon active. You will need to contact Nucleus at [email protected] or raise a JIRA request with them. Once they have confirmed your login details, you can go to the Configuration tab to input these. Once you have input these you can then and enable the addon on the right-hand side.
Syncing Contacts
From the Contacts tab, select Tools and then Sync from Nucleus.
This integration does not pull through the assigned adviser, so you will need to go through and need to update each client manually or via the client update import. More information on imports is available here.
Please note: If you want to delete a Nucleus client you have to do so from Plannr and Nucleus.
Syncing Plans
Once your contacts are synced, you can sync their plans.
From the Plans tab, select Tools and then Sync from Nucleus.
This integration does not pull through the assigned adviser, so you will need to go through and need to update each plan manually or via the plan update import. More information on imports is available here.
After the initial manual sync, Plannr will sync with Nucleus daily to ensure your data is up to date.
Updated on: 06/06/2024
Thank you!