Articles on: Settings

SelectaPension Integration

This guide will show you how to setup the Selectapension Integration!

Setting up the Addon



Enabling the Plannr / Selectapension Integration is all done via SelectaPension's system.

Log into your account with Selectapension and select Settings at the top of the screen



On the next screen, select Integration Connections



You'll then be asked to set up the connection between Selectapension and Plannr, firstly click 'Connect to Plannr'



Next, authorise the connection between Selectapension and Plannr, select Approve App



The screen should then change to confirm the connection has been successful. Please note, you may need to log out of Selectapension and back in to see the changes



You only need to set this up once, it should remember the connection going forward

You're now good to go for using the Selectapension integration with Plannr!

Should you need any assistance on how to use the Selectapension system, then take a look at their guide here

Updated on: 16/12/2024

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