Prerequisites
You'll need a Prospect CRM Free Trial - if you don't already have one go ahead and register at signup.prospect365.com
Step 1: Request Integration to Access Financials
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 'Access Financials' from the drop-down list.
Step 2: We'll be in touch!
As Access Financials 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 ProspectSoft 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.