The Xplan integration allows you to export information prepared within the portal back to Xplan.
Once any or all the information from the following categories are completed within the client's portal or fact find, it can be exported to Xplan for further evaluation and use.
For more information, visit What client data can be exported/imported via the integration?
Before you begin...
If the client/s already exist in Xplan (i.e. have an Xplan ID), it is recommended prior to triggering an export that you connect them. This will ensure the connection is established and that data is exported to the correct Xplan file.
See How do I connect/disconnect a client to/from their Xplan file
To export client data from the portal to Xplan:
1. From the Client list, 'More actions'>'Integration actions'>'Xplan'>'Export items to Xplan'.
2. Once 'Export items to Xplan' is selected, a slide out window appears where you can make your export selections.
- Firstly, ensure all group members and entity details have been connected with Xplan.
If not, you will need to choose whether to: create a new Xplan Client account, Link to an existing or Ignore.
NOTE: This task only needs to be completed once, unless new team members are added into your portal. - Make your export selections by turning on/off the toggles next to each section of client data
- To preview/edit the data prior to exporting, click 'Preview and edit data' where you can download a PDF report, or view the data within an interactive form.
When you are happy with the data and have made your export selections, click 'Continue'.
4. A pop-up window appears to confirm the export is in progress. This may take a few moments.
Click 'OK' to continue working within the portal, or click 'Review the integration's progress' to review the export's progress.
NOTE: You can access the integration status at any time via the 'Integration Progress' screen.
5. Once the export has successfully completed, you can log into Xplan, search for the client and view the data that has been sent across during the export.