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 import a client from Xplan into the portal:
- Navigate to Clients>Client List.
- Click 'Add clients' > 'Add clients from integrations'> 'From Xplan'.
- A pop-up window will appear. Type the client's name and you will notice their name and email address appears. Click their name, and then click 'Add'.
- The 'Add client' screen will appear, with some of the client's details prepopulated.
A) When importing a single client:
The portal automatically brings through the client.
Ensure that the client has a valid email address, set the client type, subscription type, and whether you wish to send them a welcome email. Then click 'Add'.
B) When 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 type, 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 you must refer to the instructions: How do I import a client group with a shared email address from Xplan? - A window will appear, to confirm the successful import. From here you can choose a number of actions, most importantly, import data from Xplan.
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