---
title: Connecting the APS Software Add-on
description: Integrating APS Software and Connectworks
---

[Skip to content](https://support.connectworks.com/5659622-connecting-the-aps-add-on#main-content)

[![](https://support.connectworks.com/hs-fs/hubfs/Logo.png?width=200&height=150&name=Logo.png)](https://www.connectworks.com/)

Open main navigation

Close main navigation

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://support.connectworks.com/?hsLang=en)
2. [Firm administration](https://support.connectworks.com/firm-administration?hsLang=en)
3. [PRACTICE MANAGER ADD-ONS](https://support.connectworks.com/firm-administration?hsLang=en#practice-manager-add-ons)

# Connecting the APS Software Add-on

## Integrating APS Software and Connectworks

### 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 Software set-up

Firms that would like to link clients in Connectworks to APS, will need to contact APS Software before beginning this process. The team at APS Software 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. Please note that the APS software connection needs to be enabled by the team at Connectworks. Email the team at [support@connectworks.com](mailto:supp@connectworks.com)

Once 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.

![](https://support.connectworks.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio4054861940ce4d7f24fea78ba54c1186fAdmin_Add-on_APS-1.png)

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

***NOTE: The login credentials will be supplied by APS.***

![](https://support.connectworks.com/hubfs/Knowledge%20Base%20Import/connectworks-c7f7d7a1b8fd.intercom-attachments-1.comio4054865346fa2bab4df936f3964d8c65e1603695711303-Admin-3EAddons-3EAPS-20login-20screen-1.png)

 

Once you have successfully added APS software to 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](https://support.connectworks.com/6358067-how-to-import-client-profiles-from-aps?hsLang=en)
- [How to connect existing clients in Connectworks to APS](https://support.connectworks.com/6363087-how-to-connect-existing-clients-in-connectworks-to-aps-or-xpm?hsLang=en)

- [Getting started](https://support.connectworks.com/getting-started?hsLang=en#main-content)

    - [GETTING STARTED FOR PROFESSIONAL FIRMS](https://support.connectworks.com/getting-started?hsLang=en#getting-started-for-professional-firms)
    - [LOADING CLIENT PROFILES](https://support.connectworks.com/getting-started?hsLang=en#loading-client-profiles)
    - [SUBSCRIPTIONS & PRICING](https://support.connectworks.com/getting-started?hsLang=en#subscriptions-pricing)
- [Firm administration](https://support.connectworks.com/firm-administration?hsLang=en#main-content)

    - [STAFF MANAGEMENT](https://support.connectworks.com/firm-administration?hsLang=en#staff-management)
    - [GENERAL ADMINISTRATION](https://support.connectworks.com/firm-administration?hsLang=en#general-administration)
    - [DOCUMENT MANAGEMENT ADD-ON](https://support.connectworks.com/firm-administration?hsLang=en#document-management-add-on)
    - [PRACTICE MANAGER ADD-ONS](https://support.connectworks.com/firm-administration?hsLang=en#practice-manager-add-ons)
    - [NZ COMPANIES OFFICE INTEGRATION](https://support.connectworks.com/firm-administration?hsLang=en#nz-companies-office-integration)
    - [SECURITY](https://support.connectworks.com/firm-administration?hsLang=en#security)
- [AML Compliance](https://support.connectworks.com/aml-compliance?hsLang=en#main-content)

    - [AML WORKFLOW](https://support.connectworks.com/aml-compliance?hsLang=en#aml-workflow)
    - [CLIENT DUE DILIGENCE](https://support.connectworks.com/aml-compliance?hsLang=en#client-due-diligence)
    - [ELECTRONIC VERIFICATION](https://support.connectworks.com/aml-compliance?hsLang=en#electronic-verification)
    - [AML RESOURCES](https://support.connectworks.com/aml-compliance?hsLang=en#aml-resources)
- [Company Management (Getting Started and Annual Returns)](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#main-content)

    - [GETTING STARTED WITH COMPANIES](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#getting-started-with-companies)
    - [MANAGING COMPANY ROLES & ASSOCIATIONS](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#managing-company-roles-associations)
    - [COMPANY MANAGEMENT (OTHER)](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#company-management-other)
    - [THE ANNUAL RETURN WORKFLOW](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#the-annual-return-workflow)
    - [ANNUAL RETURNS (OTHER)](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#annual-returns-other)
- [Company Management (Share Management)](https://support.connectworks.com/company-management-share-management?hsLang=en#main-content)

    - [SHARE REGISTER](https://support.connectworks.com/company-management-share-management?hsLang=en#share-register)
- [Trust Management](https://support.connectworks.com/trust-management?hsLang=en#main-content)

    - [GETTING STARTED WITH TRUSTS](https://support.connectworks.com/trust-management?hsLang=en#getting-started-with-trusts)
    - [ASSOCIATED PARTIES (TRUSTS)](https://support.connectworks.com/trust-management?hsLang=en#associated-parties-trusts)
    - [ASSETS & LIABILITIES](https://support.connectworks.com/trust-management?hsLang=en#assets-liabilities)
- [Entity Types](https://support.connectworks.com/entity-types?hsLang=en#main-content)

    - [INDIVIDUALS](https://support.connectworks.com/entity-types?hsLang=en#individuals)
    - [ESTATES](https://support.connectworks.com/entity-types?hsLang=en#estates)
    - [PARTNERSHIPS](https://support.connectworks.com/entity-types?hsLang=en#partnerships)
    - [LPs](https://support.connectworks.com/entity-types?hsLang=en#lps)
- [Document Management & Client Engagement](https://support.connectworks.com/document-management-client-engagement?hsLang=en#main-content)

    - [CLIENT ENGAGEMENT](https://support.connectworks.com/document-management-client-engagement?hsLang=en#client-engagement)
    - [DOCUMENT GENERATION FROM PRECEDENTS](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-generation-from-precedents)
    - [DOCUMENT MANAGEMENT](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-management)
    - [DOCUMENT SHARING & SIGNING](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-sharing-signing)
    - [DOCUMENT PACKS](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-packs)
- [Non-professional user guide](https://support.connectworks.com/non-professional-user-guide?hsLang=en#main-content)

    - [GETTING STARTED FOR NON-PROFESSIONAL USERS](https://support.connectworks.com/non-professional-user-guide?hsLang=en#getting-started-for-non-professional-users)
    - [DOCUMENT MANAGEMENT FOR NON-PROFESSIONAL USERS](https://support.connectworks.com/non-professional-user-guide?hsLang=en#document-management-for-non-professional-users)

- Home
- Products
- Pricing
- Blog
- Company

[![Chill listening crop-3](https://support.connectworks.com/hs-fs/hubfs/CW%20Logo%20Main%20-%20Transparent.png?width=33&height=24&name=CW%20Logo%20Main%20-%20Transparent.png "Chill listening crop-3")](http://connectworks.com)

<https://www.linkedin.com/company/connectworks-new-zealand/> <https://twitter.com/goconnectworks> [mailto:support@connectworks.com](mailto:support@connectworks.com)

Copyright © 2025, connectworks.com