Overview
The Integrations page allows System Administrators to configure third-party service integrations for your firm. The integrations available depend on which features have been enabled for your account.
Getting Started
Where to find it: Go to Business > Settings > Integrations
Who can access it: System Administrators only
Available Integrations
Smart Currency Exchange — Connect your Smart Currency Exchange account to enable currency exchange services for clients with non-GBP deposits.
Configuring Smart Currency Exchange
Navigate to Business > Settings > Integrations.
Click on the Smart Currency Exchange card.
Enter your Smart Currency Exchange Username.
Enter your Smart Currency Exchange API Key.
Click Save.
If you have already configured credentials, the username field will be pre-filled. You will need to re-enter the API key when making changes. Both fields are required if either is provided.
Other Integration Settings
Some integrations are configured on separate pages within Settings rather than the Integrations page:
L&G Ignite — Settings > L&G Ignite
Twenty7Tec — Settings > Twenty7Tec
ULS (eConveyancer) — Settings > ULS
Lenders & Providers — Settings > Lenders & Providers
My Credentials (per-user) — Settings > My Credentials (for Primis, Openwork, NatWest, Paymentshield credentials)
Tips
Make sure you have your account details ready before configuring.
If you see an error when saving, check that both the username and API key are correct.
Contact Smart Currency Exchange directly if you need to reset your API key.
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.