Integrations
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 ...
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 ...
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 ...
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 ...