Partner help centre
How do I export data to Xplan?
15 December 2022 09:23
Learn how to export data to Xplan using our newly enhanced integration
How do I export documents to Xplan?
How do I export client data from the partner portal to Xplan?
How do I import a Client group from Xplan with a shared email?
What client data can be imported/exported via the integration?
How do I send a digital form to a client?