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Black Diamond Integration

Learn how to set up and use Jump's integration with Black Diamond

Written by Kyle Copier

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 directly into your pre-meeting prep, allowing you to:

  • View account info

  • Automatically link Black Diamond clients to your Jump contacts

Jump reads the following information from Black Diamond:

  • Relationships - Your households: who's in them and which accounts, portfolios, and contacts belong to each one

  • Accounts - The basics of each account: name, number, type, custodian, and registration

  • Holdings - What each account holds: positions, values, and asset classes

  • Transactions - Recent account activity: buys, sells, contributions, withdrawals, and fees

  • Portfolios - Portfolios as you see them in Black Diamond, with their names, accounts, and holdings.

  • Cost Basis and Tax Lots - Gains and losses, cost basis, and individual tax lots for accounts and portfolios. This unlocks tax-related questions Jump couldn't answer before.

  • Contacts - Full client contact profiles: email, phone, address, employment, birthday, and marital status. Until now we only had names and household roles.
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How to connect Black Diamond to Jump

  1. In Jump, navigate to Profile & Settings > User Settings > Integrations.
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  2. Click + Add an integration.

  3. Find Black Diamond under the Portfolio Management category.

  4. Click Add integration.
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  5. You'll be redirected to Black Diamond to authorize the connection.​

  6. Once authorized, Jump will automatically import your Black Diamond clients and link them to existing Jump contacts where email addresses match.
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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:

  1. Go to Profile & settings > User settings > Templates.

  2. Select your desired Meeting Prep template from the list.

  3. In the template editor, click on the Default Sources tile on the left and locate the BlackDiamond field.

  4. 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).
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  5. Within the meeting prep template, you can add an Instructions block that tells Jump what to do with the Black Diamond information.

  6. 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.
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  7. 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.

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