Xama Integration Overview

With the integration between Xama and Pixie, you are able to perform singular and recurring AML checks on all of your clients using the information you add to their client record in Pixie.

 

Setup is as simple as creating a free Xama account, enabling permissions with Pixie, and following the popup guide within Xama.

Xama walks you through setting up the integration step by step, ready to pull through data from your client records in Pixie.

 

 

 

Once an AML check has been completed, the data will be mapped across from Xama to the corresponding fields and client record in Pixie.

 

Please also see the full set-up and usage guide over on Xama's website here