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NEW Integration: CFS Edge

Writer's picture: Nick TophamNick Topham

I thought we'd caught all the major platform integrations, then a new one popped up.


ProductRex users can now import data from CFS Edge!


Couple of clicks and a valuation report later, and your client data will magically appear ProductRex. Super easy and a great way to review your newly migrated CFS Edge clients.


Check out the the full tutorial video below:


 
 
 

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