Connect Financial Cents to Ping

This guide walks you through how to connect your Financial Cents account to Ping and sync meeting notes directly to your client records.

Set up the integration

Follow these steps:

1. Open Ping and click Settings in the bottom-left corner.

2. Select Integrations from the menu.

3. Find Financial Cents and click Authorize.

4. Confirm the connection when prompted.

Ping matches your account using your email address, so make sure you’re using the same email in both Ping and Financial Cents for a smooth setup.

Sync meeting notes to Financial Cents

Once the integration is active, you can sync notes from any recent client meeting.

Follow these steps:

1. Open a recent client meeting in Ping.

2. Click the Financial Cents sync button.

3. Ping will check for clients in Financial Cents with matching email addresses.

4. If more than one client matches, choose where you want the notes sent.

5. Confirm to sync the meeting notes.

If there’s only one matching client, Ping will automatically select it for you.

Confirm the notes in Financial Cents

After syncing:

• Open Financial Cents.

• Go to the client’s record.

• Refresh the page if needed.

• You’ll see the meeting notes added under Client Notes.

That’s it. Your Ping meeting notes are now connected and synced with Financial Cents.