What do I need to consider when importing data from Xplan (chart)?

Articles in this section

• What is the Xplan Integration?
• What you need to know prior to your Xplan Integration
• What client data can be imported/exported via the integration?
• Your portal & Xplan Integration: Income & Expense Category Mapping for Imports and Exports
• What do I need to consider when importing data from Xplan (chart)?
• How to set up your Xplan integration
• How do I reconnect the Xplan integration?
• Your portal & Xplan Integration: Asset and Liability Category Mapping for Imports and Exports
• Xplan and your portal: Journey maps
• Xplan Integration FAQ