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Setting up Integration to Exchequer
Setting up Integration to Exchequer

If you'd like to request for your Free Trial to be integrated to your Exchequer Accounting System, follow these simple steps!

Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Prerequisites

Step 1: Request Integration to Exchequer

In the Welcome page within your Free Trial account, the first section involves setting up your integration.

If the Welcome page isn't already open, then go to Settings, then click 'Continue Setup'. Alternatively, go directly to crm.prospect365.com/welcome.

To get up, select the 'Connect' button, and choose 'Exchequer' from the drop-down list.

Step 2: We'll be in touch!

As Exchequer is an on-premise Accounting System, we need to install an integration gateway on the server where your accounts system is running. Therefore, a member of the Onboarding team will be in touch to assist you with its configuration. You can also chat to our Onboarding team to get this configured now - simply open the chat icon in the bottom right-hand corner of the CRM or on our website.

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