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API Integrations
Integrate more applications to improve your workflow.
Simple Fund 360
BGL CAS 360
- BGL CAS 360 and LYD Integration
- How to connect BGL CAS 360 to LYD
- How to import data from BGL CAS 360 into a LYD company interview
- Parts and functionality of the Import Client pop-up (BGL CAS 360)
- How to assemble your company document and send data to BGL CAS 360
- How to view your completed company in BGL CAS 360
- How to disconnect your BGL CAS 360 account?
Xero Practice Manager
- Xero Practice Manager and LYD Integration
- How to integrate your XPM account?
- How to integrate multiple XPM accounts?
- How to import data into an interview from XPM?
- Parts and functionality of the Import Client pop-up
- How to tell if a document has an XPM import feature available?
- How to resolve “You don't have access to connect to any Xero Practice Manager Accounts” Error when connecting LYD to XPM
- How to disconnect your XPM account?
FuseSign
- FuseSign and LYD Integration
- How to integrate your FuseSign account?
- How to tell if FuseSign is available on the document/template?
- How does FuseSign send the document for signing?
- When sending a document for E-signing through FuseSign, how do I know if it was already sent?
- How to disconnect your FuseSign account?