How to import client profiles from APS

Importing clients from APS

See our article here to get set up: APS Add-on

This integration can then be used to import profiles from XPM into Connectworks for:

Important information about importing Companies

Do not import Companies from APS into Connectworks, your just creating additional work for yourself. This will result in work such as:

  • Assigning the Director(s)

  • Uploading the Documents

  • Manually creating the Interest Registers

  • Creating the share register

Company clients

Not recommended - see above - including all the individuals and other associations the APS profile contains (eg. Directors, Shareholders, Trusts/Companies as Shareholders). The link below will give you the correct guidance for setting up Companies and linking to APS.

Trust clients

APS only holds the minimum amount of information relating to a trust. It is recommended that you create the trust in Connectworks and then link and sync the available data to APS.

Individual clients