Once a client has been imported from Xplan to your portal, importing their data is simple.
To import a client's data from Xplan :
- Navigate to Clients>Client list.
- Locate the client you wish to import data for.
Click the 3 dots>Integration actions>Xplan>Import items from Xplan.
- A slide out window appears. Select the data you wish to import by turning on/off the toggles next to each section. Click 'Continue'.
IMPORTANT: If you have existing information in myprosperity, proceeding with an import will replace any matching information in myprosperity.
- A pop-up window appears confirming the import is in progress. You can review the integration progress by clicking the integration progress link within the pop-up or to check back later, click OK.
How do I add a client from Xplan to my partner portal (Dec 2022)?