PEARLER FEATURES
Navexa integration sync
Thank you Pearler team for the Navexa integration, it has been a long awaited feature. What happens to Navexa portfolio if it has been synced using email forwards before. Does the new Navexa integration handle overwriting on top and not duplicating the trades? What should I do if I have existing Navexa porfolio that has been set up to sync using automatic email forwarding?
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Hi Nam,
Thanks for this question!
I’ve confirmed with Navexa that once you set up the broker integration, Navexa will detect any duplicate entries and ignore them. This means you can simply contact our customer service team to stop the automatic email forwarding for contract notes once the broker integration has been set up and synced :)
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