Frequently Asked Questions
Integrations
How do I enable Albridge integrations?
1. In the top right corner of Upswing click on the 'Settings' link
2. Inside of the 'Settings' page, click on the 'Integration Settings' link
3. Click on 'Change status' link.
4. Check off 'Enable Albridge' checkbox, enter in your user id and click on the 'Save Settings' button.
How do I enable MoneyGuidePro integrations?
1. In the top right corner of Upswing click on the 'Settings' link
2. Inside of the 'Settings' page, click on the 'Integration Settings' link
3. Click on 'Change status' link.
4. Check off 'Enable MoneyGuidePro' checkbox, enter in your institution id and click on the 'Save Settings' button.
How do I enable LaserApp integrations?
1. In the top right corner of Upswing click on the 'Settings' link
2. Inside of the 'Settings' page, click on the 'Integration Settings' link
3. Click on 'Change status' link.
4. Check off 'Enable LaserApp' checkbox, and click on the 'Save Settings' button.
How do I enable QuikForms integrations?
1. In the top right corner of Upswing click on the 'Settings' link
2. Inside of the 'Settings' page, click on the 'Integration Settings' link
3. Click on 'Change status' link.
4. Check off 'Enable Quikforms' checkbox, and click on the 'Save Settings' button.