Laser App Enterprise Integration

Laser App Enterprise Integration

The Laser App Enterprise integration allows you to temporarily push client data stored in AdvisorEngine CRM Records directly into your locally-installed version of Laser App Enterprise. This article covers the following topics:

  • Enabling the Laser App Enterprise Integration
  • Sending Contact Information to Laser App Enterprise
  • AE CRM to Laser App Enterprise Field Mapping

Enabling the Laser App Enterprise Integration

The Laser App Enterprise integration is enabled per User in AE CRM. Each user that wants to take advantage of the integration should perform the following steps:

  1. Navigate to User > View Profile > User Preferences.
  2. Click Edit to begin making changes.
  3. Select the check box for Laser App.
  4. Click Setup for Laser App. The Laser App Setup dialog will open.
  5. Set the first radio option to Enterprise. No further configuration is necessary.
  6. Click Ok to close the Setup dialog and then Save in the upper right to commit your changes.

Send to Laser App Enterprise from within a Record is now enabled.

Sending Contact Information to Laser App Enterprise

Once the integration is enabled for your User (above), you can send any Record to Laser App Enterprise.

The bulk of information pushed to Laser App Enterprise is from Person 1 in the Record. Records must have at least a Person 1 to be sent to Laser App Enterprise.

  1. Open the Record you want to send to Laser App Enterprise.
  2. From the Record command bar, click Tools > Send to Laser App. Your web browser will begin a LASXML file download.
  3. Download and open the LASXML file. This process will vary by your web browser and web browser settings.
  4. Opening the file will launch Laser App Enterprise with the selected Record data queued as a Contact. The Contact will only remain in Laser App for the current session.

Troubleshooting

Trouble getting the file download to work? Check our help topic on File Not Downloading When Selected.

Laser App Enterprise not opening when you launch the file? You may need to change your file type association for LASXML files in Windows. Contact your IT if you need assistance.

AE CRM to Laser App Enterprise Field Mapping

The mappings from AE CRM to Laser App Enterprise are largely intuitive, but if you need to know exactly which fields in AE CRM correspond to which fields in Laser App Enteprise, you can download the following PDF which lays out the exact mapping of each field and where they can be found in each program.

Laser App Enterprise Field Mapping PDF

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