How do I review the integration progress with Xplan and review import data into the partner portal?

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?