Connect the add-on
You will need to enable the add-on before you will be able to import trusts using this integration. See our article here to get set up: Connecting the Actionstep add-on
Importing a Trust from Actionstep
After setting up the add-on, to import a trust from Actionstep:
1. Navigate to your firms Clients>Trusts tab
2. On the Right, click "I would like to ..."
3. Select "Import a trust from Actionstep"