When you begin to import your clients and their associated data through the Xplan integration, it is important that you review and action the items that have been imported through in the import process.
It is only once you have reviewed the imported items and actioned accordingly, that they will appear in the client's portal.
To review imported items:
- Navigate to Configure>Integration progress.
- Locate the client's items that you wish to review and click 'Review new items'.
- The first step to reviewing items is to review any new team members in the group.
You have 3 options as to what you would like to do with the team member:
IMPORTANT : If your client has previously recorded data in their portal, it is important to use the 'Link to existing' option for each item being imported. This allows you to check for data of the same and create a link between both, to avoid duplication.
a) Import- Add this team member to your client's portal. By selecting Import, a message is displayed for the successful import of the team member. They will appear in the client's Team area of their portal.
b) Ignore- By selecting 'Ignore', the team member is removed from the Import items list, but will appear the next time you import data from Xplan.
You have the option to bulk ignore items by using the checkbox next to each group members name and clicking 'Ignore selected items'.
c) Link to existing- This should be used where the client has previously recorded their team members in the client portal and you wish to link the data coming from Xplan to what already exists in the client portal.
By selecting 'Link to existing', a slide out window appears and you can select the team member to link to from the dropdown list to link.
IMPORTANT: By proceeding with this action, the selected team member to link to will be replaced with the item from Xplan. Once the links are established between the team members from Xplan and the portal, they will not re-appear upon subsequent imports. - Now that you have reviewed team members, you can review assets and other items in the group.
Pay attention to the 'myprosperity category' column in the import screen, as this is where the data will flow to within the fact find/Client portal.
You have the same choices to either Import the item, Ignore the item or Link to an existing item in myprosperity.
IMPORTANT : If your client has previously recorded data in their portal, it is important to use the 'Link to existing' option for each item being imported. This allows you to check for data of the same and create a link between both, to avoid duplication.
a) Import- Once 'Import' is selected for an item, the portal displays a 'Successfully imported' message and the data/item will be visible in the relevant section of the client's portal/fact find.
b) Ignore- By selecting 'Ignore', the item is removed from the Import items list, but will appear the next time you import data from Xplan.
You have the option to bulk ignore items by using the checkbox next to each item and clicking 'Ignore selected items'.
c) Link to existing- This should be used where the client has existing data in their portal.
By linking the item brought through from Xplan to an existing item in myprosperity you are confirming that they are the same item and avoiding duplicate data upon subsequent imports/exports.
IMPORTANT: By proceeding with this action, the selected item to link to in myprosperity will be replaced with the item from Xplan.
Once the links are established, upon second and subsequent imports the portal will auto update all previously linked items and will only import items for review that are new in Xplan or not already linked with items in the client portal.
NOTE: Depending on the category of the wealth item you are linking, the fields in this slide out window may differ. Be sure to adjust as appropriate before linking. - Once you have actioned all of the imported items, the list will be cleared and a message is displayed to let you know that all items have been dealt with.
All team members and imported / linked items can be viewed within the client's portal.
NOTE: Any items that have data feed capability (property, motor vehicle, bank account/loan/credit card) will be imported as a manual wealth item. These items can be converted to a data feed by visiting the client's Wealth section of their portal and actioning the item as necessary.