Xplan Client Not Found in Advice Revolution's Sync Client Page
When you connect your Xplan account to Advice Revolution, clients from Xplan will usually appear automatically on the Sync Client Page. However, if some clients are missing, here's what to check:
- Adviser Login (Xplan): Make sure the Xplan account integrated with Advice Revolution belongs to the client's direct adviser. Open the Xplan website and verify the logged-in account. If it's incorrect, log out and log back in with the correct adviser credentials.
- Client Must Be a "Master" in Xplan: Clients need to be designated as "Masters" in Xplan for their names to appear in the Advice Revolution dropdown list.
Once the adviser confirmed these two points, simply refresh the Sync Client Page to see if the updated list includes your missing clients. Here are the steps to help advisers refresh the page:
1. Navigate to the Adviser Home Page.
2. Click Sync Clients button.
3. When you're on the Sync Clients page, select your client from the dropdown list. If your client isn't listed, click Refresh Client List and allow the list to update.
4 Choose the client or clients (multiple select) from the dropdown list and proceed to sync by clicking on Submit.
Note: It's important to note that syncing the entire client dataset can take up to 10 minutes per client. As each client's information loads, they will be visible on the Adviser Home Page. For quicker access, prioritize downloading data for clients you're actively working with first.
For questions or clarifications, 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 16, 2024
Version: 1.1
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