What is the DecisionVault integration with Estateably?
What is the DecisionVault integration with Estateably?
The DecisionVault integration enables Estateably users to seamlessly import information such as cases and contacts directly from DecisionVault into their Estateably cases. This integration ensures efficient data management and minimizes manual data entry by syncing critical information.
Who can enable the DecisionVault integration in Estateably?
Who can enable the DecisionVault integration in Estateably?
Only an Organization Administrator can enable the DecisionVault integration in Estateably. This ensures that the setup is managed centrally, maintaining security and control over the data import settings.
How do I enable the DecisionVault integration?
How do I enable the DecisionVault integration?
To enable the integration, an Organization Administrator can:
Navigate to Settings within Estateably.
Locate the Integrations section in the left side Menu.
Select DecisionVault from the available options and follow the setup prompts.
Who can use the DecisionVault integration once it's enabled?
Who can use the DecisionVault integration once it's enabled?
Once the Organization Administrator activates the integration, all users within the organization can utilize it to import cases and contacts from DecisionVault. No further configuration is needed for individual users after activation.
Which Estateably users have access to the DecisionVault integration?
Which Estateably users have access to the DecisionVault integration?
The integration is available only to core users in Estateably and in the United States. Users on other tiers would need to upgrade to access this feature.
What information can I import from DecisionVault into Estateably?
What information can I import from DecisionVault into Estateably?
With the DecisionVault integration, you can import:
Cases: Basic case details, ensuring quick setup and organization within Estateably.
Contacts: Contact information related to the case, which includes relevant parties like executors, beneficiaries and other types of contacts.
How does the data transfer work?
How does the data transfer work?
The integration is designed to transfer data directly from DecisionVault to Estateably. Since the field mappings are predefined in the backend, users can rest assured that the data will populate accurately within their Estateably cases.
Are there any limits on the data that can be transferred?
Are there any limits on the data that can be transferred?
Currently, there are no specific limits on the data quantity or number of cases and contacts that can be imported from DecisionVault.
Is additional training or configuration needed after enabling the integration?
Is additional training or configuration needed after enabling the integration?
No additional training is required. Once enabled, users can immediately start importing cases and contacts from DecisionVault. Since the field mappings are predefined, no additional configuration is needed.
Can the DecisionVault integration be disabled?
Can the DecisionVault integration be disabled?
Yes, the Organization Administrator can disable the DecisionVault integration at any time by revisiting the Integrations settings and turning off the DecisionVault option.