Connecting Ping to Financial Cents

How to Set Up the Financial Cents Integration

1. Open your Settings

   • In Ping, click the Settings tab at the bottom left of your screen.

2. Go to Integrations

   • From the Settings menu, select Integrations.

3. Connect Financial Cents

   • Locate the Financial Cents card (bottom right) and click Connect.

   • A new page will appear prompting you to Authorize.

4. Authorize the Connection

   • Make sure you’re using the same email for both Ping and Financial Cents.

   • Click Authorize to authenticate your account and complete the connection.

5. Sync Meeting Notes

   • Once connected, open any meeting in Ping.

   • On the top right of the meeting page, click Sync to Financial Cents.

   • Ping will automatically send your meeting notes to the matching client in Financial Cents.

Note: The sync is based on the client’s email address.
If the client’s email in Ping matches the email in Financial Cents, your meeting notes will sync automatically.