Manually Syncing Client Information from Advice Revolution to Xplan

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 Revolution to Xplan when necessary.

Step 1: Log in to the Advice Revolution Adviser Portal

1. Sign in and enter your credentials to your Adviser Portal account.

Step 2: Initiate the Sync
1. Locate the client whose information you want to sync to Xplan.
2. Click the Push button located to the right across the client's name. This action initiates the data transfer to Xplan.

Step 3: Verify Information in Xplan

1. Log in to your Xplan account.

2. Review the client's information to confirm that the data from Advice Revolution has been successfully transferred.

Need more help?
Many data fields in Advice Revolution automatically sync with Xplan. For a comprehensive list of data that can be synced from Xplan to Advice Revolution, please refer to the link below.

Xplan Integration Guide 

For questions or clarifications on Xplan integration, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30- minute Get Help discussion with our team, kindly use this calendar to book the session.

Published on: June 19, 2024
Version: 1.1

• Related Articles

• If Xplan Client Not Found in Advice Revolution's Sync Client Page

  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 ...

• Connecting Your CRM to Advice Revolution

  Discover how to seamlessly integrate your CRM with Advice Revolution. This guide will walk you through the process step-by-step. Step 1: Access the Integrations Page 1. Open the Adviser tab in Advice Revolution. 2. Select Integrations. Step 2: Choose ...

• How Can Clients Complete a SMART Goal Task in the Client Portal?

  At Advice Revolution, we are committed in helping you and your clients collaborate on setting SMART goals for the new financial year. This guide will walk you through how to clients can use the client portal task in creating their own SMART goals. By ...

• Keeping your Client Data Safe: Where It's Stored in Advice Revolution

  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 ...

• Getting to Know the PLUS & PRO Products of Advice Revolution

  This article provides an overview of Advice Revolution's pricing plans. We'll guide you through the different subscription options available to help you choose the plan that best suits your business needs. FEATURES Practice branded portal Mobile ...