Xama Integration Overview
The Xama integration in Socket is a helpful addition if you’re using Xama for AML — and this is just the beginning. We’re continuing to build on it with more features coming soon.
With this integration you’ll be able to:
Gain Quick access to Xama: When first setting up the integration, Socket will try to match your existing clients in Xama with those already in your Socket account and automatically link them. Once linked, you can jump straight from a client’s page in Socket to their profile in Xama.
Use Xama clients in proposals: Once linked, your Xama clients will appear when creating proposals in your ‘Existing Clients’ list. This makes it easy to pull in existing client details without extra data entry - as long as you don’t have another CRM integration.
AML tab in Socket: Linked clients will have an AML tab on their Client Details page in Socket. From there, you can view their full risk assessment history and click through to their Xama profile.
Getting started with the Xama integration
In Socket, go to Integrations > Xama.
You’ll need to enter three separate keys to connect your account.
You can find these keys by clicking the link on the integration page 'XAMA Open API Hub'— or just head straight there using [this link]
(This will take you directly to your Xama account to retrieve the keys.)
Copy each key and paste these keys into the relevant fields in Socket.
Quick Access to Xama
Once your clients have synced, click on 'External links' and then on the Xama client and this will take you directly to the Xama record.
Xama Clients in Proposals
When creating a new proposal, any Xama clients will be listed with 'Xama' next to the record.
AML Tab
Click into the client's record to see a new AML tab displayed. Here we will show the details of any risk assessments.
