How to connect Truss to Filed

This guide provides the process for connecting Truss to your Filed account, allowing you to seamlessly import multiple clients.

Gettruss

Filed

Click **Integrations.**

Under Integrations > Truss, click **Connect.**

Review permissions, and click **Connect.**

Click **Authorize**.

Select all relevant tags, and click **Configure**.

Click **I'll do this later.**

Return to **Integrations** tab in the left panel.

Under Practice Management > Truss, click **Import Clients.**

Click **Start Sync.**

View your imports. You may add multiple clients at the same time to Filed. Under the "Action" column, select **Add +** for each client.

Once all clients are selected, click **Import to Filed.** Note: You can select and deselect files for each selected client.

Click **Continue**.

Now your clients will show up in your Filed homepage. You'll get an email once they fully processed. You're Done!

Tip! Return to your Integrations tab to modify your tag selection in Truss and import more clients.