Integrating Financial Cents with Ping

Here's a quick guide on how to get your FinancialSense account integrated with Ping. So you'll start by going to the settings tab down here on the bottom left.

Then from there, you'll to the integrations page,

and then you'll see FinancialSense right here. It's pretty simple. It'll just ask you to authorize the connection, and it's gonna match based on your email. So as long as you have the same email with Ping as you do in FinancialSense, that connection should go pretty smoothly.

And then now if you go to one of your recent client meetings,

and if I click on this meeting here,

you'll now see that it has Financial Cents sync to Financial Cents. So you can just click that button here. It's gonna sync over. It'll check for all emails. So any client in Financial Cents that has this email, it's gonna look for that. And then if it has multiple matches, you can choose where you wanna send it. In this case, I only have one match, so I'll select it there.

And then I can sync it to the client. So now if I go over to FinancialSense,

you'll see there's nothing here. So I click refresh, And now you can see these meeting notes are in my client notes here. So that's how the integration with Financial Sense works, and that's how you set it up. Have fun connecting Financial Sense with Ping.