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All collectionsArive SyncPast Client Data Updates: Syncing Arive to Konnectd

Past Client Data Updates: Syncing Arive to Konnectd

Effortlessly update past client data in Konnectd by triggering an update in Arive, without initiating any workflow actions or sending any messages. This ensures the sole update of past client data in Konnectd, maintaining the accuracy and currency of client information.

Step-by-Step Process:

  1. Log in to Arive: Navigate to the specific client and update their data as needed.

  2. Set to 'Loan Finalized': Change the Arive stage to 'Loan Finalized' to send the updated data to Konnectd without setting off any workflow triggers or messages.

  3. Verify in Konnectd: Confirm that the updated data is reflected accurately in Konnectd.

By following these streamlined steps, you can ensure your client information in Konnectd is always up-to-date and accurate.