Step 1: Access the Integrations Page
1. Open the Adviser tab in Advice Revolution.
2. Select Integrations.
Step 2: Choose Your CRM
1. Select either Xplan or Worksorted from the available options.
Step 3: Connect Your CRM
1. Locate your CRM URL site in the dropdown menu.
2. Select Connect in the action.
3. If your Xplan URL site is unavailable, choose My Xplan site is unavailable and follow the on-screen instructions.
4. Click Allow to grant access.
Step 4: Return to Adviser Home Page
1. Click Go back to Adviser Home Page.
Step 5: Sync Clients (Xplan Users Only)
1. Click the Sync Clients tab to import client data from Xplan.
Important note: Syncing client data can take up to 10 minutes per client. As each client loads, they will appear in the Adviser Home Page. To optimize performance, we recommend syncing clients you are actively working with first.
Step 6: Search for Clients
1. Use the search box to find specific clients you want to add to Advice Revolution.
Step 7: Add Clients to AR
1. Select the desired clients.
2. Click Submit.
Step 8; Access Client Information
1. Click on a client's name to view their information in Advice Revolution.
2. Review the client data imported from Xplan.
Step 9: Update Client Information
1. Click the pen or edit icon to modify client data as needed.
2. Make changes to the Fact Find information.