Success Hub

Back to home

Success Hub

API Integrations

API Integrations

Integrate more applications to improve your workflow.

Simple Fund 360

Simple Fund 360 and LYD Integration

How to connect Simple Fund 360 to LYD

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?

See more

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?

See more

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?

See more

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?

See more