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Practifi has mapped their fields to as many Quik! fields as possible. That said, you may see fields on a form that you would expect to be prefilled from Practifi, which remains blank even after assigning a person to them on the Add Clients page. There are various reasons why these fields cannot be prefilled from Practifi, but typically, the Practifi system does not supply information to Quik! about these fields so that they can be prefilled onto a form.

Before You Start

You will need to have an existing Practifi and Quik! App account before connecting. 

You can sign up for a Quik! App account using this link: https://quikformsapp.com/signup. 

The integration between Quik! and Practifi leverages Single Sign-On (SSO) technology, providing users with a seamless and secure authentication experience. With SSO, users can access the Quik! platform directly from Practifi without needing to re-enter their credentials, simplifying the login process and reducing password fatigue. This connection ensures a secure, centralized authentication system that enhances user convenience while maintaining strict security standards. SSO integration allows teams to focus on their workflows without interruptions by streamlining access, ultimately improving productivity and user experience across both platforms.

Practifi Help Center Articles: 

• Enabling the Quik! Forms Integration
• Using the Quik! Forms Integration

Troubleshooting: 

1. Launch Forms Not Working: If you click the Launch Forms button and nothing happens, please ensure your browser is configured to allow pop-ups from Quik! to avoid interruptions.

2. Client Data Not Coming Over: For users integrating with the Quik! App via SSO (e.g., Practifi, Advisors Assistant, Advyzon, etc.), you may encounter issues if you're already logged into the Quik! App in another browser tab. To resolve this:

1. Log out of the Quik! App completely.
2. Refresh your integration platform.
3. Retry pushing the data into the Quik! App.

This ensures a clean connection and prevents authentication conflicts during the data transfer process.

Practifi Fields

Below is the list of fields that can be prefilled from Practifi (assuming you have client data entered for them in Practifi).