Xplan Integration Guide

Xplan Integration Guide

AR Module
Xplan
Standard Xplan Module (customised sites may not match this exactly)PushPullComments
Mini Fact FindMany✓✓Range amounts do not get pushed to Xplan
If no amount is specified, Asset/Debt/Retirement entries will not be created in Adviser Portal
Add ClientEntities and Contact✓✓
PeopleClients/Entities✓✓Professionals are not pushed to Xplan
EntitiesClients/Entities✓✓Only Entities that are related to Clients are pulled
AddressContact Details - Address✓✓
Contact DetailsContact Details - Telephone/Email✓✓
EmploymentEmployment✓✓
AssetsAssets✓✓Annuities are sent to assets module in Xplan and not the specialist Annuities module
DebtsLiabilities✓✓
Retirement - SuperannuationExisting Fund✓✓
Retirement - PensionRetirement Income✓✓
InsuranceInsurance - Existing Policies✓✓
IncomeIncome✓✓
ExpensesExpenses✓✓Pulled expenses of unsupported types are set to Other Expenses
ObjectivesObjectives✓xAssigned to all clients
GoalsGoals✓✓
Advice Scope-✓✓Every Goal linked to an Advice Scope will be pushed as a new entry in XPlan. That is, if a Goal is linked to multiple Advice Scopes, multiple Goal entries will be created in XPlan with different categories.
File NotesFile Notes✓xTasks and other Document details are merged in the File Notes' contents/summary when pushed in XPlan
Tasks-xxTasks and other Document details are merged in the File Notes' contents/summary when pushed in XPlan
Estate PlanningEstate Details,
Existing Fund Beneficiaries, Retirement Income Beneficiaries		✓✓SMSF Beneficiaries in XPlan, if any, are listed in the notes section only
Needs and PreferencesManyxx
CentrelinkCentrelink✓✓
Aged CareTBDxx
Business InsuranceTBDxx
General InsuranceGeneral Insurancexx
Investment HoldingsTBDxx

    • Related Articles

    • Verifying Your Adviser Account Integration Status

      A properly integrated account ensures real-time data sync between Advice Revolution and your CRM (Xplan or Worksorted). This article guides you on verifying your integration status and troubleshooting basic syncing issues. Verifying Integration ...

    • 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. Synced Data To understand the specific data points synced ...

    • 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 ...

    • 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 ...

    • Using Advice Revolution for Existing/ Review Clients

      This guide provides essential steps to effectively manage your existing and review clients. Learn how to integrate your CRM, grant client portal access, and keep client information up-to-date. Step 1: Setup your Xplan or Worksorted the Integrations ...