Worksorted Integration Guide

AR Module	Worksorted
AR Module	Push	Pull	Comments
Mini Fact Find	N/A	N/A
Add Client	N/A	N/A
People	✓	x	Professionals are not pushed to Worksorted
Entities	✓	x
Address	✓	x
Contact Details	✓	x
Employment	✓	x
Assets	✓	x	Only descriptions (Vehicle Make, Provider, Property Address) are pushed and is limited to these types of Assets in Worksorted: Vehicle Bank/Investment Accounts Principal Residence
Debts	✓	x	Only the outstanding balance is pushed and is limited to these types of Debts in Worksorted: Home Loan Personal Loan Credit Card Balance Investment Loan Other Loan
Retirement - Superannuation	x	x
Retirement - Pension	x	x
Insurance	x	x
Income	✓	x
Expenses	x	x
Objectives	x	x
Goals	x	x
Advice Scope	x	x
File Notes	x	x
Tasks	x	x
Estate Planning	x	x
Needs and Preferences	x	x
Centrelink	x	x
Aged Care	x	x
Business Insurance	x	x
General Insurance	x	x
Investment Holdings	x	x

Related Articles
Understanding Data Sync with CRM (Xplan/Worksorted)
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. Checking Synced Data: To determine what data is synced with ...
Verifying Your Adviser Account Integration Status
Having a properly integrated adviser account is crucial for real-time syncing of client information between Advice Revolution, and Xplan/or WorkSorted. If you or your client make Fact Find updates that don't seem to be reflected in your CRM, ...
I synced my client into AR but it seems that not all data was transferred. What should I do?
The total minutes to fully sync the data will depend on the volume of your client data, your internet speed, the server speed of your CRM as well as AR . It may take up to 30 minutes or even more for it to finish syncing. You can refresh the page and ...
Xplan Integration Guide
AR Module Xplan Standard Xplan Module (customised sites may not match this exactly) Push Pull Comments Mini Fact Find Many ✓ ✓ Range amounts do not get pushed to Xplan If no amount is specified, Asset/Debt/Retirement entries will not be created in ...
Expenses guide (Detailed, Simple and Custom)

Related Articles