Dash and Optimo Pathfinder

Overview

Using Dash with Optimo Pathfinder allows you to:

push client information from Dash to Pathfinder, to reduce your data entry time in Pathfinder
push Pathfinder's results to Dash, so you can put them in Dash's dynamic docs

When you use the Dash-Pathfinder integration, you need to sign up for a subscription in Pathfinder (including an initial 14-day free trial, if you are eligible). Please note that with this integration, you will not be able to buy single cases in Pathfinder.

Quick links

Optimo Pathfinder

Log in to Pathfinder: https://app.optimopathfinder.com.au/
Pathfinder help documentation (you're already in it!)
- Optimo Pathfinder Help Docs; or
- Click the Help menu in the header of Pathfinder
Getting Started Guide
Contact Optimo Financial

Dash

Log in to Dash: https://auth.dash.com.au/Account/Login
Contact Dash support:
- support@dash.com.au (preferred)
- 1300 726 008

Optimo Pathfinder Help pages

Overview of using Dash and Pathfinder

How to check data imported from Dash

Registering with Dash and connecting your Pathfinder log in

How to push data from Dash to Pathfinder

How to generate an SOA using Dash

How to link an existing case to Dash