Product Update: Black Diamond Integration Update

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By Sue Bae, Marketing Manager

We’ve added increased functionality and made improvements to the user interface of our Black Diamond integration in this month’s product update.

Users of both Asset-Map and Black Diamond can now:

  • Quickly create an Asset-Map Household by importing a Black Diamond client record

  • Easily add a new, linked Asset-Map Member to an existing Household

Switch to integrate Black Diamond data into Asset-Map

Post Asset-Map PDF to Black Diamond Timeline

What’s New with the Black Diamond Integration?

Importing Client User Details

You can now import client user details from the Black Diamond application into Asset-Map.

Post Asset-Map PDF to Black Diamond Timeline

There is functionality to post an Asset-Map of a client who exists mutually between the two platforms from Asset-Map to the Black Diamond Timeline.

How Does It Work?

1. Select “Integrations” from the Household dashboard and toggle on ‘Include Financials’.

2. If you do not see the Black Diamond financials toggle on the integrations page, your client has not yet activated their Black Diamond integration. Once activated you will see the toggle.

3. Search Black Diamond Relationship to view/import as Asset-Map Household.

4. Go to Household and link existing Asset-Map members to existing Black Diamond clients, or add existing Black Diamond clients into an existing Asset-Map household.

5. From Asset-Map, click on a linked member to open modal and '“post” an Asset-Map Report to Black Diamond via the partner’s integration tab.

6. Select the “Black Diamond” tab within a Memmber modal to “Post”.

Are you a Black Diamond user looking to improve your tech stack? Experience Asset-Map for yourself and schedule a demo today.



TJ Hill