Indio Integration

If your organization uses Indio to simplify the application and renewal process for your clients, you can streamline your own workflows by accessing Indio directly from Applied Epic for Salesforce. In this way, you can use Epic client account information in Indio, rather than having to open a separate browser window to continue a submission.

Note: This functionality only works for users who already have the following: an Indio account, a servicing role in Indio, and an Indio email address that matches their Epic employee email address.

1. Click Open in Indio on the actions bar to open the account in Indio.
1. If you are not already logged in to Indio, enter your Indio credentials.
2. Once you log in, the customer account displays. If the customer does not exist in Indio, click Import to import the customer account from Applied Epic.

Note: Before you import the account, confirm that it meets the following requirements in Applied Epic:

• The Primary Contact on the client account must have a valid email address.
• At least one Servicing Contact must be assigned in Client Detail, because that person will be assigned as the Indio Agent. Also, keep in mind that Servicing Contact/Indio Agent assignments determine the clients you can view in Indio. Make sure that all necessary servicing roles are assigned in Applied Epic before importing the account to Indio.

If you have specific questions about Indio functionality, refer to the Indio Help Center. If you do not currently use Indio but would like more information about adding it to your organization’s solution portfolio, contact your Applied Sales representative.