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Monitoring Report webhook integration with Perseptiv

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INITIAL SETUP

Complete steps 1-6 to purchase the report automation add-on (if not already activated) and then add the Perseptiv Endpoint.

  1. The billing user logs into Fi360 and clicks the gear icon in the top right corner. 
  2. Click on the subscription tab and then click to modify the Toolkit subscription.
  3. Toggle on the "Webhook" add-on and then click NEXT.  It will show a quick pro-rate screen with the $ amount to charge today as it will pro-rate based on your next billing date.  Accept that and it will be activated.
  4. Once it's purchased, click on the "Applications" tab which is also in this same Settings area.  Then, click on Webhooks and then ADD ENDPOINT.
  5. Copy the Fi360 Webhook endpoint URL that is shown within Perseptiv.  Image preview
  6. Paste that into the Fi360 URL box and then select the "events" that you want to trigger the transmission.    You can enter a short description for your own reference and leave the child workspaces toggle unselected unless you have many workspaces within your subscription.
    1. For the Perseptiv integration, our recommendation is to use only the 'Toolkit: Monitoring Report Completed' event.
    2. You can control this event very explicitly to avoid sending draft reports that are not finalized.  So, you would use the Toolkit to generate a 'client ready' version and review it to ensure it's good to go.  When you are ready, you can then mark that report as complete (individually or using our batch utilities) which will then trigger the event to send the data to Perseptiv.   
  8.  

ONE-TIME SETUP FOR EACH PLAN

Okay.  Now that you have the Webhook endpoint setup, you just need to ensure that the clients in the Fi360 Toolkit can match up with the Plans in Perseptiv.  
1.  Within Perseptiv, navigate to the Companies tab and copy the "FI360 REFERENCE" field for each plan.  This can also be retreived from the EXCEL download.
Image preview
2. Within the Fi360 Toolkit, navigate to the Clients tab and click to edit a client's details. 
3.  You will see a field for "External Client Id".  Paste the value from Perseptiv into this field and save.
4.  Now, any Monitoring Report you mark as 'complete' for this client will automatically be sent to Perseptiv on an ongoing basis.  Within Perseptiv, you will see a record for each quarter with a drill-in to the plan holdings and details.  You will also be able to retrieve the Monitoring Report PDF as well.
For more information on using this integration within Perseptiv, please visit https://help.perseptiv.io/portal/en/kb/articles/integrating-perseptiv-fi360-fiduciary-focus-toolkit

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