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Xplan
How do I export data to Xplan?
15 December 2022 09:23
Learn how to export data to Xplan using our newly enhanced integration
Articles in this section
How do I create a client in my portal from Xplan?
How do I import a Client group from Xplan with a shared email?
How do I review the integration progress with Xplan and review import data into the partner portal?
How do I connect a client to their Xplan file within the partner portal (Dec 2022)?
How do I Connect/Reconnect to Xplan?
How do I trigger an import of data from Xplan to my portal?
How do I export data to Xplan?
