If the Xplan integration has been disconnected due to a password change for your Xplan user ID, or if you need to connect to a different Xplan user ID or URL, you will need to update your Xplan connection.
Updating the connection between Xplan and your Partner Portal can be done in a few simple steps.
IMPORTANT: Reconnecting the integration to a different Xplan login may affect the link between systems to some clients.
To reconnect the Xplan integration:
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Before you begin, ensure that you are logged out of Xplan.
In your Partner Portal, navigate to Configure>Integrations and click 'Manage' within the Iress integration tile.
- The Xplan Integration setup screen will open. Click 'Update connection'.
- A 'Connection details' field will open. Paste in your Xplan Base URL and click 'Reconnect'.
Note: Your Xplan Base URL must not have any characters after '.com.au.'
- A popup window appears to redirect you to Xplan to complete the process. Click 'Continue to Xplan'.
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Log in using your Xplan credentials.
- Once your credentials have been entered, authorise the integration by clicking ‘Allow’.
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Once you click ‘Allow’ you’ll be redirected back to the portal. A message will display the status of the connection.