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Import Clients from WorkSorted
Import existing clients from WorkSorted directly into Finobi
Once the integration is configured, import clients from your selected WorkSorted companies directly into Finobi.
Step 1: Access Import Feature
On the Clients dashboard page, click the purple Import Clients button in the top right corner.
Click the Import Clients button to begin importing from WorkSorted.
Step 2: Select Clients to Import
A window will appear displaying all available clients from the companies selected in your WorkSorted settings. Select the clients to import by clicking on them—multiple selections are supported.
Click Import to add the selected clients to your Finobi workspace.
Select multiple clients and click Import to add them to Finobi.
Step 3: Access Imported Clients
Imported clients will appear in the Clients dashboard and are immediately available for use with Finobi's AI assistant features.
Connecting Individual Clients with WorkSorted
For clients already in Finobi, establish a connection with WorkSorted to enable ongoing synchronization and task exports.
Step 1: Connect a Finobi Client to WorkSorted
Open any client from the Clients dashboard, then navigate to Client Settings.
Click the Connect with WorkSorted button in the top right corner.
Access the Connect with WorkSorted option in client settings.
Step 2: Choose Connection Method
A window appears with two connection options:
Choose between connecting with existing WorkSorted client or creating a new one.
Step 3: Connect with Existing Client
Connect with Existing Client - Link this Finobi client to an existing WorkSorted profile. Click Choose from existing clients to browse available WorkSorted clients and select a match.
Browse and select an existing WorkSorted client to connect with.
Step 4: Create New Client
Create New Client - Create a new WorkSorted profile using information from this Finobi client. Click Create new profile, enter the required details (first name, last name, company), and click Create Profile.
Create a new WorkSorted profile for your Finobi client.
Step 5: Confirmation
Once connected, the client profiles remain synchronized between platforms, and you can export file notes and tasks directly to the WorkSorted profile.