IT Implementation Checklist
Implementation
Marketing & Communication Guide
Data Mapping & Management
- Introduction: Data Mapping
- Chapter 1: Staff and Client Data
- Chapter 2: Contact Data
- What database integration methods does Aiwyn support?
- How do I configure SSH tunneling in a Windows Server environment?
- What is Aiwyn’s QuickBooks Online integration method?
SSO Configuration
- How do I add Aiwyn to my SSO environment?
- How do I configure ADFS for single sign-on with Aiwyn?
- How do I configure Azure for single sign-on with Aiwyn?
- How do I configure Okta for single sign-on with Aiwyn?
- How do I configure Google Workplace for single sign-on with Aiwyn?
- How do I configure Duo for single sign-on with Aiwyn?
Email Configuration
- How do I add DKIM, return path, and DMARC DNS records for Aiwyn?
- How do I whitelist Aiwyn email sender IP ranges and bypass anti-spoofing?
- How do I create a mail rule to route invoice emails to Aiwyn?
- How do I create a Gmail mail rule to route emails to Aiwyn?
- How do I configure PracticeEngine (cloud) to connect and send invoices through Aiwyn?