Ownwell

Import Your Clients from Finmo

Learn the eligibility requirements a Finmo deal must meet before it can be imported into Ownwell.

Finmo API Import Criteria

How to troubleshoot a Finmo API Error in Ownwell

The Finmo API Error - Not Importing Clients - Steps to Resolve

Learn how to investigate your Finmo import, review skipped files, identify validation errors and warnings, and successfully import your clients into Ownwell.

Why Aren't My Clients Importing from Finmo via API?

Arthur Rees

Nabeeha Khattak

Import from Finmo or connect direct via API

Finmo

support@ownwell.ca | 9:30am-2:30pm PST Mon - Fri

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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