Adding or Removing an Asset Import Interface

Adding or Removing an Asset Import Interface

Interfaces tell AdvisorEngine CRM how to interpret financial data imported from your Portfolio Management System. To simplify the regular import process, only those Interfaces you have added for regular use will appear in the import drop-down.

Adding an Asset Import Interface

Prior to running an Asset Import, you must first add the Interface for your Portfolio Management System.

  1. Using the Site Navigation bar, navigate to Import > Asset Import.
  2. Click Add New Interface.
  3. Select your Portfolio Management System from the drop-down and click Add.

Manual Imports

The selected Interface is now available with a single Configuration named default.

Unattended Imports

You will be taken to the configuration screen to set up your import credentials and settings. See the documentation for your particular Portfolio Management System for details.

Removing an Asset Import Interface

If you are no longer using a particular Portfolio Management System for Asset Imports, you can remove the Interface from the drop-down by deleting all the Configurations for the Interface with the following steps:

  1. Using the Site Navigation bar, navigate to Import > Asset Import.
  2. Click Settings.
  3. In the drop-down, select the Interface you want to remove. Click Next.
  4. If necessary, select a Configuration from the drop-down. Click Next.
  5. In the upper right, click Delete This Config.

If your Interface has multiple Configurations, you will need to repeat this process until you have removed all Configurations for the Interface.

Once the last Configuration has been deleted, the Interface will no longer show in the Select Interface to Run drop-down.

    • Related Articles

    • Adding or Deleting Asset Import Configurations

      Configurations for Asset Import Interfaces allow you to run multiple imports for the same Interface with different settings enabled. This allows you to bring sets of accounts in under different settings, or simply separate your import into more than ...

    • Orion Asset Import (API Interface)

      If you are unfamiliar with how Asset Imports in AdvisorEngine CRM operate, see Asset Import Overview before proceeding. The Orion API import allows you to bring over financial data from Orion, filtered based on the Rep IDs you select. Orion API User ...

    • Asset Import Overview

      The Asset Import feature of AdvisorEngine CRM lets you take the asset information you already have in your Portfolio Management System and see it within the CRM. This allows you to view a Record’s financial information in the context of the Record as ...

    • Orion Asset Import (Unattended)

      If you are unfamiliar with how Asset Imports in AdvisorEngine CRM operate, see Asset Import Overview before proceeding. Orion is an unattended asset import. Once the initial configuration is set, there is no need to manually initiate the import. The ...

    • Tamarac Asset Import

      If you are unfamiliar with how Asset Imports in AdvisorEngine CRM operate, see Asset Import Overview before proceeding. Setup and Export from Tamarac Before importing Tamarac asset information into AE CRM, you will need to obtain a data export from ...