Stax.ai, Inc

The FTWilliam.com integration sends clean census data straight from Stax.ai CX to FTWilliam.com for compliance and testing. Census data comes into CX through payroll connections or uploaded reports, gets scrubbed and reviewed, and then transmits to FTWilliam.com — either automatically as a project task or manually from the Participants page.

Admin access in CX (team integrations are admin-only).

An FTWilliam.com account with your ftwLink API Path and Key ID. Log in to FTWilliam.com to find these, or contact FTWilliam.com support.

A custom census grid set up in FTWilliam.com that matches the file format CX sends. See Configuring an FTWilliam.com Census Grid.

- Admin access in CX (team integrations are admin-only).
- An FTWilliam.com account with your ftwLink API Path and Key ID. Log in to FTWilliam.com to find these, or contact FTWilliam.com support.
- A custom census grid set up in FTWilliam.com that matches the file format CX sends. See Configuring an FTWilliam.com Census Grid.

Click your profile icon in the bottom-left corner and select Settings.

Under Add Integration, click the FTWilliam.com tile. The Connect FTWilliam.com window opens.

Paste your ftwLink API Path into the API Path field.

Paste your Key ID into the Key ID field.

Click Save. FTWilliam.com now appears under Live Integrations.

1. Click your profile icon in the bottom-left corner and select Settings.
2. Click the Integrations tab.
3. Under Add Integration, click the FTWilliam.com tile. The Connect FTWilliam.com window opens.
4. Paste your ftwLink API Path into the API Path field.
5. Paste your Key ID into the Key ID field.
6. Click Save. FTWilliam.com now appears under Live Integrations.

API Path — the ftwLink API address from your FTWilliam.com account. It tells CX where to send your data.

Key ID — the API key that proves the request comes from your firm.

Configure Custom Census Import Grid (optional) — maps FTW grid headings to CX census fields if your grid uses custom columns.

- API Path — the ftwLink API address from your FTWilliam.com account. It tells CX where to send your data.
- Key ID — the API key that proves the request comes from your firm.
- Configure Custom Census Import Grid (optional) — maps FTW grid headings to CX census fields if your grid uses custom columns.

Open a census review project that is linked to a plan.

Search for and select Transmit census data to FTWilliam.com.

Set the plan year, or link it to the project's plan year field.

Save the automation. When the task runs, the census data transmits to FTWilliam.com.

1. Open a census review project that is linked to a plan.
2. Create a task for the transmission step.
3. Click Attach Automation.
4. Search for and select Transmit census data to FTWilliam.com.
5. Set the plan year, or link it to the project's plan year field.
6. Save the automation. When the task runs, the census data transmits to FTWilliam.com.

Navigate to the Participants page and select the client.

Click More in the top-right corner.

Select Transmit census to FTW. The data transmits to FTWilliam.com right away.

1. Navigate to the Participants page and select the client.
2. Click More in the top-right corner.
3. Select Transmit census to FTW. The data transmits to FTWilliam.com right away.

You're all set! Your census data now flows from CX to FTWilliam.com.

Tip: Use the Annual Census Data Review for FTW project template. It places the transmission task at the right point in the workflow — usually right after the manual census review.

Note: Need extra fields on your census file? Contact your Client Success Specialist. They can prepare a custom grid and configure your account to use it.

- Integrations Overview
- Datair Integration

The FTWilliam.com integration sends clean census data straight from Stax.ai CX to FTWilliam.com for compliance and testing.

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