Links your clients between the two products to ensure that their records remain in sync, with core client data being editable in AM.
To integrate navigate to Tools > Integrations > Surf AP and enter your Surf AP login details.
To create AM clients in Surf AP, AM clients must have valid addresses. The Registered and Business address must be present to send AM clients to Surf AP.
For the Client Types Irish Self-Assessment, Self Assessment (UK), Irish Partnership, Partnership (UK) and Trust the registered address is the Main Contact's Postal Address, and the Business address is found under Business Details > Trading Address.
For the Client Types Private Limited Company (UK), Public Limited Company (UK), Limited Liability Partnership, Charity, Other, Irish Private Limited Company, Irish Other the Registered address filed can be found under Company Details > Registered Address. The business address is set using the Invoice Address Field Under Company Details on the client file, and you can set this to also be the Registered Address or the Company Postal Address.
If you wish to set the Invoice Address field to Company Portal Address you must enter a Company Postal Address in the field under Company Details.
To link a Surf AP client to an AM client the client's address must be present in Surf AP.
In AM under Tools > Integrations > Surf AP you will see the following sections:
Once you have connected the client between Surf AP and AM by merging them or creating the Surf AP client from AM all of these linked clients will show on this list. From here you have the option to update the client in AM and the changes will be pushed to Surf AP, view the client in Surf AP or unlink the client. Once the client is unlinked updates to this client in AM will no longer be pushed to Surf AP, and you will be able to edit the client in Surf AP.
This section displays all AM clients that are not currently linked to a Surf AP client, from here you can use the AM client file details to create the same client in Surf AP and they will be automatically linked and moved to your Linked Clients section. Please note you won't be able to create the AM client in Surf AP if the client is missing address information, further insight on this can be found in the Important Information section at the top of this document. If this information is missing a pop up will appear and you can add the missing details, the client will be updated in AM and created in Surf AP.
This section displays all AM clients that are not linked to a Surf AP client. You can merge the clients by selecting the corresponding Surf AP client from the Dropdown list. By default in this dropdown AM will display the Surf AP client with the highest data match to the AM client as the first option.
The Quick Merge Surf AP option allows you to merge the client and bring to AM client's data from Surf AP. This will overwrite fields in AM with the data from Surf AP.
The Quick Merge AM option allows you to merge the client and bring to Surf AP client's data from AM. This will overwrite fields in Surf AP with the data from AM.
The Custom Merge option allows you to merge the client and choose which data you want to use from AM and which data you want to use from Surf AP. You also have the option to manually add data for the client. Once merged the selected data will be used in both systems.
Surf AP Clients
This section displays all Surf AP clients that are not currently linked to an AM client, from here you can use the Surf AP client details to create the same client in AM and they will be automatically linked and moved to your Linked Clients section. Please note you won't be able to create the Surf AP client in AM if the client is missing address information, further insight on this can be found in the Important Information section at the top of this document. If this information is missing a pop up will appear and you can add the missing details, the client will be updated in AM and created in Surf AP.
You will be presented with this pop up where you will need to select an AM Client Type, AM will suggest the best match for you:
On the Client File
If the client isn't linked to Surf AP you'll see the Create in Surf AP button at the top right of the page.
View in Surf AP
If the client is linked to a Surf AP client on the AM client file you can click View in Surf AP to open the same client in Surf AP.
On the AM client file fields that are linked to Surf AP will be indicated with the Surf AP logo. If you update the data in the linked field and click Update Client the field will also be updated in Surf AP:
The Surf AP client code will be stored on the AM client file under Internal > Internal Reference. If you are using automatic client codes the code will be incremented for each linked client, all Surf AP clients will use an automatic code unless the client already has an internal reference number or the reference number is change in the pop up when you link the client.
The client code can be customised and there is a 10 character limit, the code must be alphanumeric. You can customise the prefix by updating the Next Client Code field under Tools > Integrations > Surf AP:
To disable the integration in AM navigate to Tools > Integrations > Surf AP and click Disable Integration. This action will remove all client links between AM and Surf AP.