Articles on: External Integrations

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.

File Type Properties

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: 10/01/2024

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