Archiving CurrentClient Communications

What Gets Archived

• SMS text messages, including group messages
• Files attached to SMS messages

Note: All CurrentClient workspaces and users are archived automatically. Only one user at the firm needs to add CurrentClient as a source.

Adding a CurrentClient Source

1. In XY Archive, go to the Sources page.
2. Click Add Account next to CurrentClient.
3. Click Continue to be redirected to the CurrentClient login page.
4. Sign in to the CurrentClient account you’d like to archive.
   • If you want to archive data across all workspaces and user accounts, use the admin account.
5. Click Sign In to begin archiving.

You’re done! Your newly added source will begin syncing the day after you add it. New SMS text messages to and from prospects and clients will be captured by XY Archive and available for review on the Data page.

Need to Archive Call Transcripts and Recordings?

The direct XY Archive integration only captures SMS text messages. If you also need to archive call transcripts and recordings, follow the steps below to set up CurrentClient’s email-based archiving connection.

1. In CurrentClient, click your avatar in the top-right corner and select Settings.
2. In the left-hand menu, scroll down to the Archiver section and click Archiver.
3. Select Create New Connection.
4. From the list of available options, select XY Archive. It’s located at the bottom of the list.
5. Enter the email address that you already have archiving set up for in XY Archive
6. Click Review and Create to complete the setup.

This additional connection allows CurrentClient to send communications to XY Archive for archiving, including call transcripts and recordings.