Sync Api

• Getting started
• Authentication
• Insurance
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Webhooks

• Activities
• Getting started
• Callbacks
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Onboarding

• Setting up DNS for Customer Portals
• Setting up Email Domain Authentication

Data Integration

• Client Data Integration Options
• Standard Input File
• Standard Reports / Return Files
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Invoices

• Invoice Details/ Operations
• Adhoc Invoice

Campaigns

• Rule Sets
• Workflows
• Launch Campaign
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Templates

• Email Templates
• SMS Templates

Optimiser

• Launch Optimiser Test

Payment Arrangements

• Payment Arrangements
• Payment Arrangement Configurations

General Settings

• Payment Settings
• Communication Settings
• Customise Payment Portal
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MCP Server

• MCP