Adding (or removing) an amount from a received Integration Amount
If using Profiler Integration you may have a situation where a client purchases a membership (or gift) and something is...
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Widget showing all Pending RAPIDs
You can add a widget to your (or any shared) dashboard that can display any transactions inside RAPID that have... -
Viewing RAPID Recent Comments
You can use the Reports > Standard2 Reports > CLI006 Interaction Report to do a report on recent comments left... -
Linking a Payment/Donation Gravity Form to Profiler (using the Plugin)
When using Gravity Forms, with WordPress, you will need to link up the gravity form fields to those in Profiler... -
Creating a Sign-Up to Mailing List Gravity Form
If you wish to have a web-form on your WordPress website that asks people to sign up to a specific... -
Linking a Profiler Client to a Xero Contact
Profiler allows you to link a client to a customer inside Xero. Often this link can be done automatically as... -
Refreshing Xero Accounts in Profiler
Profiler maintains a copy of the available accounts in Xero so that you can assign a source code to the... -
Finding your Mailchimp API Code
To integrate Profiler with Mailchimp we need to tell Profiler the Mailchimp API code. To do this in Mailchimp login... -
SMS Broadcast (outgoing)
Integration with SMS Broadcast provider is available from the Setup > Integration > Social and Media Setup Towards the bottom... -
Microsoft Azure SSO
The Profiler system allows SSO enabled authentication against Microsoft 365 Azure. The document outlines the required steps to enroll Profiler...
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