# intelliflo Connector

Connect Paradino to your **intelliflo office** CRM so your team can search and link clients, and push generated documents into intelliflo as file notes. Once a client is linked, every meeting summary or advice document you generate can be pushed to intelliflo, filed against the right client.

[Get started in Paradino now](https://app.paradino.ai/)

## What you can do

* **Search and link clients.** Find intelliflo office clients by name from inside Paradino, then link them to a Paradino client so their documents file correctly.
* **Push documents into intelliflo.** Send a generated meeting summary or advice document to intelliflo as a **file note**, filed under a **Paradino** category with the client's meeting or document details.
* **Re-push updates the note.** If you edit a document in Paradino and push it again, Paradino updates the existing intelliflo file note rather than creating a duplicate.
* **Secure sign-in.** Connect using your intelliflo login. Paradino uses intelliflo's authorisation flow, so there's no API key to copy.

## Before you start

* **Install the Paradino app in intelliflo first.** intelliflo office users need to install the Paradino app within intelliflo before connecting. Until that's done, the connection can't be completed.
* **Only one CRM at a time.** If another CRM is already connected, disconnect it before connecting intelliflo.

## How to connect

1. In intelliflo office, install the **Paradino** app.
2. In Paradino, go to **Connectors** in the left-hand sidebar and find the **intelliflo office** card.
3. Click **Connect**. You'll be redirected to intelliflo to authorise Paradino.
4. After authorising, you're taken back to Paradino with intelliflo connected.

## Using the connector

* **Link a client.** Search intelliflo office clients by name and link the right one to your Paradino client.
* **Push a document.** On a generated meeting summary or advice document, click **Sync** to push it to intelliflo as a file note. Push again after editing to update the same note.

## Managing your connection

To disconnect, open the **intelliflo office** card on the Connectors page and click **Disconnect**.

## Troubleshooting

### I can't complete the connection

Make sure the **Paradino** app is installed in intelliflo office first. The authorisation step can only succeed once it's in place.

### I can't see the Connect button

intelliflo needs to be enabled for your organisation. If the card is missing or greyed out, check with your Paradino Owner.

### I want to switch CRMs

Only one CRM can be connected at a time. Disconnect the existing CRM first, then connect intelliflo.

### My document didn't appear in intelliflo

Open the meeting summary or advice document in Paradino and click **Sync** to push it. Also check that the client is linked to the correct intelliflo office client.