We now have an integration with Plannr!

This guide will give you a step by step of how to set it up on the Plannr website.

Head to Plannr and then to the Addon store from the Settings tab. Then select the Söderberg & Partners integration.

Next, go to the Configuration tab. Input the unique identifier of your Söderberg user or the email address of your Söderberg user and your secret Söderberg password. Once complete, press Enable.

(At the moment, this process will be carried out by Plannr - they will request an impersonation request to get these added for you.)

Once enabled, you'll also need to map your existing Advisers to their 'Node ID' with Söderberg, this can be found in the mapping area. You will only need to do this for Advisers within the firm that you plan on running illustrations for.

Once you've mapped the relevant Advisers, remember to click Save mapping at the bottom of the screen

You're now ready to use the Söderberg & Partners & Plannr integration