Xplan
- Xplan and your portal: Journey maps
- What is the Xplan Integration (Dec 2022) ?
- How to set up your Xplan integration (Dec 2022)?
- What client data can be imported/exported via the integration (Dec 2022)?
- How do I add a client from Xplan to the partner portal (Dec 2022) ?
- How do I import a client's data from Xplan to the partner portal (Dec 2022)?
- How do I review imported items (Dec 2022) ?
- How do I check the status of an import/export (Dec 2022)?
- How do I create a client from the partner portal to Xplan (Dec 2022) ?
- How do I export client data from the partner portal to Xplan (Dec 2022) ?