To Establish a Datafeed from Altruist to BillFin

To Establish a Datafeed from Altruist to BillFin

BillFin allows you to sync in accounts and asset values directly from Altruist. If you wish to establish a datafeed from Altruist to BillFin, please submit a request to support@billfin.com and include your Altruist rep code(s) for them to setup. After the connector has been setup in BillFin, you can follow the steps below to connect your Altruist data with BillFin:

How to Establish Altruist Connector:
* Note: Rep Code(s) must be sent to support@billfin.com so BillFin can add to your connector prior to establishing.
  1. Navigate to the connectors page in the gear menu at the top right
  2. Click on the Altruist connector button

  3. Click "Altruist Connection" in the pop out window

  4. Click "Yes" in the next pop out and then enter your Altruist login credentials after being redirected to Altruist

  5. After logging in, you will be redirected back to BillFin. If you click on the Altruist connector again, you will see that your data feed is "Active" and can expect to sync in account and valuations the following day.