Instructions for Altruist
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. ...
Altruist Payment File Upload (to get paid)
Here are steps you can follow to upload the payment file you export out of BillFin: Login Altruist Navigate to Fee Billing on the left menu Click "Import Fees" on the right side Upload payment file
Altruist Payment File Requirements
Altruist requires you include 2 of the following 3 columns in the order given below as a .csv file (their template is attached). Headers are requested and the file should have no special characters (like “$”) or commas (","). Required: Account Number ...