Pulling data from GreatSoft into forms

The GreatSoft Integration will help you save time and reduce human error when creating documents on the NowInfinity platform.

To create a document, navigate to Menu > Create Document.

Select the document you would like to create and the document will open.

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To import data from GreatSoft into the form click on the box icon > click the GreatSoft Integration icon. This will pull through the details for the company that are stored on GreatSoft and prefill them into the form.

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Search for the company’s name, and click on Select.

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The information will then automatically populate into the form. Below are details that will be pulled from GreatSoft:

  • Company Name
  • ACN
  • Registered Address

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Note: The GreatSoft integration will pull data for companies and individuals.

Data that can be pulled for Individuals are the following:

  • Name
  • Registered Address
  • Date of Birth (DOB)

Data that can be pulled for companies are the following:

  • Company Name
  • ACN
  • Registered Address
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