Importing a client group who share an email address from Xplan is like adding an individual and a team member to the client portal.
To add a client group who share an email address from Xplan into the portal:
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Navigate to Clients>Client List. Click 'Add clients' > 'Add clients from integrations'> 'From Xplan'.
- A pop-up window appears. Type the client's name and you will notice their name and email address appears. Click their name, and then click 'Add'.
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The portal automatically brings through both co-owners. You will notice that only one client has an email address listed.
Because of this, you cannot proceed to 'add' from here unless you provide a unique email address for the second client.
Click 'Only import client 1'.
- The window is refreshed and only 1 client with an email address is shown. Click 'Add'.
- The client has successfully been created and a confirmation window is shown. From here, click 'Import data from Xplan'.
- The import slide-out window opens. Use the toggles to select the information you want to import and click 'Continue'.
- The import has now been triggered and a confirmation window appears. Click 'Review Integration progress'.
- The Integration progress screen is shown. Locate the import and click 'Review new items'.
- The client who does not have an email address is ready to review. Click 'Import'.
- A Review slide-out window opens in order to confirm the client's details.
By default the client is listed as a co-owner and the option to import the client as a co-owner is checked.
Unmark the 'Import as account co-owner' checkbox, select the client's relationship from the dropdown box and then click 'Save and Import'.
- The client has now been imported and will appear in the client's Team section of their portal.
You can now proceed to import other data as necessary.