Our integration with Xplan allows almost all of your fact find information to integrate to and from both your partner portal and Xplan.
A table of the Income & Expense section mapping for importing and exporting can be found below.
IMPORTANT:
1)The category mappings have been based on a standard generic Xplan configuration. If you have custom categories added to your Xplan setup, some items may fail to import/export
2) Income & Expense information imported from Xplan can be found within a fact find, and does not map to the 'Cashflow' section of the client portal.
(Dev advised 26th June 2023)