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Getting Started with Twenty7TecThis guide will show you how to setup and use your Twenty7Tec and the integration with your finova CRM Integrating your Twenty7Tec loginSource your Twenty7Tec account's unique credentials from Twenty7Tec:
by emailing Twenty7Tec on registrations@twenty7tec.com - or call 01202 553457
Twenty7Tec will email these details to our support team - broker.support@finova.tech (support@ekeepergroup.co.uk) If required, provide Twenty7Tec with your 'Redirect URL' by adding /php/Twenty7TecOAuthFinal.php after your eKeeper URL. e.g. https://example.ekeeperonline.co.uk/php/Twenty7TecOAuthFinal.php Setting up your Twenty7TecOnce eKeeper Support have updated your system, enable the following permission. This can be found in System Settings > User Permission Groups & Set Permissions With this enabled access the Twenty7Tec integration config within System Settings and ‘Resubscribe to notifications’ Access your eKeeper details page and within the Twenty7Tec Integration Setup panel your Username and Password are saved Choose 'Yes' to activate Twenty7Tec for this user and choose to 'Register new user with Twenty7Tec' Utilising the Twenty7Tec IntegrationWithin a case and use the 'Export to Twenty7Tec' button within the footer bar Select the applicants you wish to quote for and grant access This will load Twenty7Tec into a new browser window where sourcing can take place Whilst sourcing in Twenty7Tec eKeeper will maintain a holding page eKeeper will then be updated with the imported illustration(s) within the Product Details panel when the page is closed Choose “Show Illustrations” to reveal further data The action buttons will allow you 'Select' and 'De-select' products and thus applying them to the case |
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