Your Worksorted clients are available in Annature in two places. The Worksorted page shows them live from Worksorted, and it's where you send envelopes that sync back. You can also import your clients into your Annature address book, so you can find them when sending any envelope. Importing is optional.
The Worksorted page
Select Worksorted from the left-hand menu to see your clients, live from Worksorted. Search by name and press Enter, or click the refresh icon to reload the list.
The list shows each client's Name, Entity Type (Person, Company, Trust, SMSF, Accountant or Partnership) and Email. Clients marked as Deceased or Archived in Worksorted aren't shown.
Click Open to see a client's details, synced from Worksorted:
- General: name and type, plus gender for people, or ABN and ACN for other entities.
- Contact details: date of birth (for people), mobile number, email address and address.
- Envelopes: envelopes sent to this client from this page.
Click Open at the top of the client's page to open them in Worksorted.
Importing clients into your address book
- In Annature, go to Settings and select Integrations.
- On the Worksorted card, click Configure.
- Click Import data.
Your contacts are imported in the background. Check your address book after a few minutes.
Who's imported
Only Worksorted clients with the type Person are imported. Companies, trusts, SMSFs and other entities aren't, and neither are clients marked as Deceased or Archived.
For each person, Annature imports their name, email, mobile number, date of birth and address.
How syncing works
After the first import, Annature keeps your address book up to date automatically:
- New people added in Worksorted are added to your address book, as long as they have an email address.
- Changes to a name, email, mobile or address in Worksorted are updated in Annature.
- Clients marked as Deceased or Archived in Worksorted are removed from your address book.
You can see when the last sync ran under Configure on the Worksorted card.
Syncing only goes one way, from Worksorted to Annature. Worksorted is always the source of truth, so update client details in Worksorted. Changes you make to an imported contact in Annature aren't sent to Worksorted, and may be overwritten.
Starting the import again
Import can only be run once. To start again, for example after a big clean-up in Worksorted:
- On the Worksorted card, click Configure.
- Click Reset imported data. This removes every contact that was imported from Worksorted.
- Click Import data to import your clients again.
Importing doesn't link envelopes to Worksorted. Envelopes only sync back when they're created from the Worksorted page. See Sending envelopes to Worksorted clients.