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Success Hub

API Integrations

API Integrations

Integrate more applications to improve your workflow.

Simple Fund 360

Simple Fund 360 and LightYear Docs Integration

How to connect Simple Fund 360 to LightYear Docs

How to import data from Simple Fund 360 into a LYD company interview

Parts and functionality of the Import Client pop-up (Simple Fund 360)

How to disconnect your Simple Fund 360 account?

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BGL CAS 360

Why are the companies created in LightYear Docs show as deactivated in BGL CAS 360?

BGL CAS 360 and LightYear Docs Integration

How to connect BGL CAS 360 to LightYear Docs

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 disconnect your BGL CAS 360 account?

How to view your completed company in BGL CAS 360

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Xero Practice Manager

Xero Practice Manager and LightYear Docs 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 disconnect your XPM account?

How to resolve “You don't have access to connect to any Xero Practice Manager Accounts” Error when connecting LYD to XPM

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FuseSign

When sending a document for E-signing through FuseSign, how do I know if it was already sent?

FuseSign and LightYear Docs Integration

How to integrate your FuseSign account?

How does FuseSign send the document for signing?

How to tell if FuseSign is available on the document/template?

How to disconnect your FuseSign account?

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