Activating a Filevine Integration & Creating a Service Account + PAT

In this video, I walk you through the steps to activate the Finance Connect integration and create a service account + PAT in Filevine. I cover navigating to the Advanced menu, activating the integration, and setting up the service account with the necessary permissions. Please make sure to follow along and complete these steps as I outline them. If you have any questions, feel free to reach out!