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SelectaPension Integration

Gareth Thompson avatar
Written by Gareth Thompson
Updated over 2 months ago

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

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