How do I add a client from Xplan to the partner portal?

Importing clients and their data from Xplan into the portal is simple.

IMPORTANT: Each client/co-owner being imported into the portal requires their own unique email address. If a client group share an email address, please refer to How do I import a client group with a shared email address from Xplan?

To add a client from Xplan into the portal:

1. Navigate to Clients>Client List.
   Click 'Add clients' > 'Add clients from integrations'> 'From Xplan'.
   
   
   
   
   
2. A pop-up window opens. Type the client's name and you will notice their name and email address appears. Click their name, and then click 'Add'.
   
   
   
   
3. The 'Add client' screen will appear, with some of the client's details prepopulated.
   
   A) Importing a single client:
   The portal automatically brings through the client.
   Ensure that the client has a valid email address, set the client & subscription type, and whether you wish to send them a welcome email. Then click 'Add'.
   
   
   B) Importing a client group:
   The portal automatically brings through the primary client and partner. 
   Ensure that each client has a unique email address, set the client & subscription type, and whether you wish to send them a welcome email. Then click 'Add'.
   
   NOTE: Each client must have their own unique email address. If the partner client does not have an email address, or shares an email address, refer to instructions in this article: How do I import a client group with a shared email address from Xplan?
   
   
   
   
4. A window appears to confirm the successful import. From here you can choose a number of actions, most importantly, import data from Xplan.
   
   

Related articles

How do I import a client's data from Xplan to the portal?