How do I know if my client’s data has been pushed to Xplan?
How do I know if my client’s data has been pushed to Xplan?
If you are not sure that your client’s data is already in Xplan, you can push it to XPlan by clicking on the Push button on the right side of your client’s name.
When you connect your Xplan account to Advice Revolution, your clients typically appear automatically on the Sync Client Page. However, if certain clients are missing, this article provides troubleshooting steps. Step 1: Verify Xplan Login. 1. Log in ...
The Advice Revolution platform is designed to seamlessly integrate with Xplan, ensuring your client data is always up-to-date. While most data syncs automatically, this article provides steps for manually syncing client information from Advice ...
Advice Revolution offers integration with popular CRM platforms like Xplan and Worksorted. This integration ensures a secured transmission of data between our platform, Xplan and Worksorted. Synced Data To understand the specific data points synced ...
Client information within Advice Revolution is stored and managed on secure and trusted platforms, including the Google Cloud Platform and Salesforce infrastructure based in Australia. By leveraging cloud-based infrastructure, and implementing ...