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    Connecting the APS Add-on

    Access rights to connect Add-ons

    You need to have Firm Administrator access within Connectworks to make changes to firm Settings and Add-ons. This access needs to be enabled by your firm administrators. 

    APS set-up

    Reckon APS clients that would like to link clients in Connectworks to APS, will need to contact Reckon APS before beginning this process. The team at APS will need to configure your client base to allow this connection to work. Once completed you will receive a username and password that you will enter when prompted in the pop-up. If you are unable to see the APS add on button in the drop down list, please contact Connectworks to have this enabled.

    1. Log into Connectworks and navigate to your firm admin tab.

    2. Select Add-ons from the top menu.

    3. Click Add add-on and select APS from the drop-down list.

    A window will pop-up to authorise access, enter the username and password. Click Sign in

    Once you have successfully added APS into Connectworks we recommend you log out and then log back into Connectworks. This ensures the option for importing a trust option is available in Connectworks.

    Once you've connected the integration you'll be able to import trust profiles directly into Connectworks, as well as connect existing clients in Connectworks to their APS counterparts.

    See our articles:

    How to import client profiles from APS

    How to connect existing clients in Connectworks to APS

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