Integrations and APIs
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 ...
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 ...
How to Maximise the Auto-sync Customisation Feature?
The new Client Auto-Sync Customisation feature gives advisers more control over how their clients' data is synced with Xplan. There are two ways for advisers to maximise this feature: 1. Adviser-level Auto-Sync Customisation By default, auto-syncing ...
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 ...
Worksorted Integration Guide
AR Module Worksorted 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, ...
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 ...
My client’s data in Xplan and Advice Revolution are not in sync. What should I do?
You can PULL your clients' data from Xplan to Advice Revolution. Click on Sync Client button on your Adviser Home Page. When you are in the Sync Clients page, choose your client from the dropdown list. If it is not available, click on Refresh Client ...
What should I do if I cannot see my client's data in Xplan?
You can push your client's data to XPlan by clicking on the Push button on the right side of your client’s name.
How do I know if my client’s data has been pushed to Xplan?
If you are not sure that your client’s data is already in Xplan, you can push it to XPlan by clicking on the Push button on the right side of your client’s name.
How do I know if the integration has been enabled?
You can go to Integrations in the Adviser menu on top. Once you are on the page, you will see your CRM's connection status (Connected or Not Connected) in the CRM tile itself
How do I enable Advice Revolution in Iress Open?
The administrator of the Xplan site simply needs to go into Iress open and click on the Advice Revolution tile to enable the integration with Xplan. Once this is complete, users will be able to integrate Advice Revolution with Xplan within the Advice ...
What integrations are available?
We currently have Xplan and Worksorted for integrations but are still working on other tools to be integrated with Advice Revolution. The available integrations can be found in the “Integrations” list under the “Adviser” drop down list in the top ...