Who should connect to Black Diamond?
Full users
Lite users
Note: To use this integration, you need admin permissions within Black Diamond to authorize the OAuth connection.
What the Black Diamond integration does
The Jump integration with Black Diamond brings data including Relationships, Accounts, Assets, Transactions directly into your pre-meeting prep, allowing you to:
View account info
Automatically link Black Diamond clients to your Jump contacts
How to connect Black Diamond to Jump
In Jump, navigate to Profile & Settings > User Settings > Integrations.
Click + Add an integration.
Find Black Diamond under the Portfolio Management category.
Click Add integration.
You'll be redirected to Black Diamond to authorize the connection.
Once authorized, Jump will automatically import your Black Diamond clients and link them to existing Jump contacts where email addresses match.
How to use the Back Diamond integration in pre-meeting prep
You can incorporate Black Diamond information into your pre-meeting prep notes with these steps:
Go to Profile & settings > User settings > Templates.
Select your desired Meeting Prep template from the list.
In the template editor, click on the Default Sources tile on the left and locate the BlackDiamond field.
Here, select the specific Black Diamond objects that you would like to make available to Jump for generating pre-meeting prep. (e.g., Relationship, Accounts, Assets, Transactions).
Within the meeting prep template, you can add an Instructions block that tells Jump what to do with the Black Diamond information.
Use the Sources dropdown on the bottom left corner of the Instructions block to further specify the Black Diamond objects you'd like to be used in this block.
Throughout the prep template, you can also use the "@" symbol to pull in specific variables from your connected Black Diamond account.
For more information, check out this guide: How pre-meeting prep works in Jump.
Frequently asked questions (FAQs)
How does Jump link Black Diamond clients to my contacts?
Jump automatically links Black Diamond clients to existing Jump contacts using email address matching. If the email addresses match, the Black Diamond client will be tied to your Jump contact. If there's no match, the Black Diamond client won't be automatically linked.
Which values does Jump pull from Black Diamond for pre-meeting prep?
Jump can pull Black Diamond details from Relationships, Accounts, Assets, and Transactions.