Q: Do all staff members need to set up the integration individually, or is it applied business-wide?
A: No, only one staff member needs to complete the initial setup of the Class integration. Once enabled, all staff with portal access will be able to view fund information for the clients they have permission to access.
For steps on how to set-up the integration:
Q. Can I link more than one business via the integration?
A. Yes, absolutely! There’s no limit to the number of businesses you can connect through the integration. To set up an additional business feed, please refer to the following support article:
Q. What are the effects of disconnecting the integration?
A: Disconnecting a Business connection will queue it for deletion during the next overnight sync. This means all data previously imported from Class—such as Business Contacts, Funds, and Fund Contacts—will be removed from your portal.
For detailed steps and considerations, please refer to the following support article:
Q. How do I reconnect the integration?
A. To reconnect, simply follow the steps to activate the integration from within your portal. This will re-establish the connection and begin syncing data again.
For detailed instructions, please refer to the following support article: