- 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 to bulk assign staff to client files
- How to enable/disable MFA for clients individually
- How to export your Client list to CSV
- How do I add a To-do in the Partner Portal?
- How do I add a client group?
- 5 top tips for managing clients