Follow the steps below to successfully set up your Xplan integration. Once set up, you can import client and spouse/partner data (i.e. client name, preferred email address, and phone number) as well as portfolios held in the IPS module, balance sheet items, income and expenses and much more.
For an overview of how the integration works, click here.
Before you begin...
Activate Integrations in Xplan
Before you get started, you need to ensure you have activated Integrations within Xplan- this is done via the Settings area in Xplan. Activating Integrations in Xplan allows for the successful integration with your portal.
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For self-licensed Partners:
If you have your own Xplan site, this can be done by your system administrator or a user with the System Settings capability. Site menu option and then System Settings > Iress Open menu option ensuring myprosperity has a green tick.
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For dealer group licensed Partners:
Managed Services Customers on multi-tenanted sites should contact their Account Manager and ask for the Integration to be activated.
For more information about how to activate Integrations in Xplan, visit the Xplan Knowledge Base
Understanding your firm's Xplan setup
For firms using the IPS module in Xplan, it is strongly recommended to connect your partner portal to credentials that have IPS access. This allows investment or superannuation portfolios to be imported as a data fed item, which will automatically update every 24 hours.
Importing clients from Xplan should be done by a staff member who has a connection to XPlan with IPS module access, in order to allow the inital import of portfolios, establishing the data feed.
Once clients and their portfolios have been imported, other staff members who have connected the Xplan integration but lack the Xplan IPS module can import and export data as necessary (excluding portfolios).
Note:
1) Once a client and their data have been imported from XPlan, all assigned staff members will be able to view the client and their data, even if they do not have a connection to Xplan.
2) Only Partners on the legacy pricing plans, or Enhance and above, can import IPS portfolios. Partners on Connect may only import client details.
How to set up your Xplan integration:
IMPORTANT: Prior to enabling the integration, pleae ensure you are logged out of any Xplan sessions.
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Once you have confirmed that Integration has been activated in Xplan, navigate to your Partner portal and visit Configure>Integrations. Click 'Setup' within the Iress integration tile.
- Copy your Xplan base URL (e.g. https://practicename.xplan.iress.com.au), paste it in the ‘Xplan base URL’ field, then click ‘Connect’.
Note: Your Xplan Base URL must not have any characters after '.com.au.' - You’ll be redirected to Xplan . Log in using your Xplan credentials.
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Once your credentials have been entered, authorise the integration by clicking ‘Allow’.
- Once you click ‘Allow’ you’ll be redirected back to the portal. A message will display the status of the connection.
You are now ready to import clients and import / export client data.