AFAS UpdateConnector: Portfolio Synchronization
Synchronizing with AFAS
If you have a user synchronization link with AFAS, you can choose to synchronize the Pluvo portfolio with user records within AFAS.
To set up portfolio synchronization with Pluvo, follow these steps:
Adjusting File Item
Check the fields for start and end dates and save.
By default, we designate '4 - study completed' as the type for this file. However, if you prefer a different file type, please inform us. Ensure that for this 'other' file item, the dates are also checked.
Access to App Connector
Grant the App Connector access to the UpdateConnector: KnSubject
For more information on synchronizing with AFAS, please contact us!
Updated on: 27/09/2024
Thank you!