FinDash Docs · Reviewed 2026-08-09
CurrentClient Integration
Sync CurrentClient communication and optionally send FinDash contact fields for messaging workflows.
Connect With OAuth
A firm admin selects Connect CurrentClient in Firm Settings → Phone & Messaging and approves access in CurrentClient. FinDash stores OAuth tokens server-side. Reconnect when the settings card reports expired authorization.
Communication Sync
Sync pulls inbox phone numbers, text messages, and call history into FinDash. A scheduled sync also runs daily, and Sync Now refreshes the supported provider data on demand.
Contact and Date Fields
The optional contact-sync workflow previews FinDash clients, family members, or non-client contact groups before sending. Selected contact and date fields can support CurrentClient Mass Text filters and automations. Text messages are still configured and sent from CurrentClient.
Preview Before Sending Contacts
Review create, update, possible-duplicate, missing-phone, and date-field counts before confirming. FinDash skips identified CurrentClient records that share a phone number rather than overwriting or automatically linking them; phone-only records can be safely filled in when shown as updates.
Access Boundary
Only firm admins can connect, disconnect, sync, or change CurrentClient contact-sync settings. Use FinDash for the synced relationship record and CurrentClient for provider-side message configuration and sending.
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