Data integration page

You can use the Data Integration page in K-1 Analyzer to determine whether the K-1 information was successfully sent.
  1. In the K-1 Analyzer application, select
    Home
    , then
    Data integration
    .
  2. You will see:
    1. Request Date
    2. Destination
    3. Initiated By
    4. Status:
      1. Ready To Send
        - data integration request is ready to begin processing.
      2. Sending in Progress
        - data integration requests send with no immediate error.
      3. Sending in Progress, with errors
        - some data integration information is not accepted.
      4. Error sending data
        - none of the data integration requests are accepted.
      5. Payload sent
        - data was sent successfully.
    5. Number of Instances
    6. Number of Investments
    7. Number of Foreign Forms
  3. Select the ellipsis to edit or continue the integration process.
  4. Select
    Download Foreign Form XMLs
    to save the form to your local drive.

Related content

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close