INTEGRATION
Admin-Consult
Connect your Admin-Consult environment so Dytto can read client master data, projects, task workflow, and documents from your practice-management system. Read-only, straight from the live API.
What you can do with Admin-Consult in Dytto
Dytto reads straight from Admin-Consult and never writes back, so what you see is always the live record, right where you’re working.
Client master data
Read the client record with its addresses, bank accounts, contacts, and the linked people and companies behind it.
Compliance & ownership
See the UBO, VAT, and tax compliance blocks held against a client, resolved from the live record.
Documents
Browse document metadata from the practice DMS and pull the right file straight into the chat.
Projects & staff
Read the projects running on a client and which of your people work them.
Tasks & workflow
Follow task workflow and to-dos per client, with their planning and status.
Read-only by design
Every Admin-Consult endpoint Dytto uses is a read, so nothing in your practice system is ever changed.
HOW IT WORKS
From a question to the right client
Find the client
Dytto resolves the right Admin-Consult customer for whoever you’re asking about.
Read the file
It reads master data, projects, tasks, and document metadata directly from Admin-Consult.
Always the live record
Every answer comes from the current Admin-Consult record, so what you see is never a stale copy.
GET CONNECTED
Connect Admin‑Consult in a few minutes
Admin-Consult runs on your own servers, so setup starts with your IT partner. After that, an admin finishes it in Dytto for the whole firm.
1
Set up the on-premises connection
Ask your IT partner to connect your Admin-Consult server to Dytto. The setup guide walks them through it.
2
Open Settings, then Integrations
In Dytto, go to Settings, open Integrations, and choose Admin-Consult.
3
Add the software key
Paste in the software key your IT partner hands you at the end of step 1. Dytto validates it and connects Admin-Consult.
Step 1 is a one-time job for your IT partner: a lightweight connector that dials out only, with no inbound firewall rules and no VPN. Email them the setup guide.
Bring Admin-Consult into your workflows
Connect your Admin-Consult environment once, then ask Dytto about any client, project, or document.