If you are unfamiliar with how Asset Imports in AdvisorEngine CRM operate, see Asset Import Overview before proceeding.

SEI is an unattended asset import. Once the initial configuration is set, there is no need to manually initiate the import. The import will run automatically every night after 3am Eastern.

Enabling the SEI export

Before assets can be imported into AE CRM, the export must be enabled from SEI.

1. Open seiadvisorcenter.com and log in.
2. Navigate to Business > Manage Forms.
3. Select Advisor Admin Forms.
4. Select Junxure Integration Form from the Data Feed/Download Forms drop-down.
5. Complete and submit the form.

Once SEI has enabled the data feed from their end, they will contact you and provide you with the necessary Rep Codes to use in the CRM setup. When you receive the email with these codes from SEI, forward the email to AE CRM Support.

CRM Setup

1. Using the Add Asset Import Interface function, Add the SEI Interface to AE CRM.
2. Enter the EntityIDs in the Rep Codes field, given to you by AE Support, separated by commas.
3. Configure any additional options as needed. See Import Configuration Options. for more details.
4. Click Save when finished.

The import runs automatically overnight. Users in the assigned alert User Group will receive a system alert on the status of the import when they log in each morning.

Assigning the Imported Data

The CRM will attempt to match all imported accounts to CRM Records by Social Security Number. If any accounts do not find a match to a Record, they will need to be matched manually. This is a one-time process for each account.

1. Open the Alerts window and click the System Alerts tab.
2. Click Acknowledge on the alert.
3. Click Click to Continue. The Asset Import: Unassigned Accounts window will open. Any accounts from the import that have not been previously or automatically matched to a Record will appear in the top Grid. These must be matched to Records to be imported. Any unmatched account data will be discarded from the import. To match accounts:
1. Using the checkboxes, select all the accounts belonging to a single Record in the upper Grid.
2. Search for and select the matching Record in the lower Grid.
3. Click OK in the pop-up to confirm the match.
4. Repeat the process until all accounts have been matched.
4. Click Finish to complete the Asset Import process.