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Xplan for all6/7/2023 ![]() Note that this will give other users in your firm to access your data 2. You can use either an existing Xplan Admin's credentials, Super User or Service Account user that can view all client data. ii Synchronise all your clients from Xplan Please refer to the Iress Community for the latest guide on how to set visibility. You will need to set the Service Account access to only the client groups you want to sync to Lumiant We recommend that you set up a Service Account user in Xplan (contact your Xplan Admin to help provide or create) that only has access to the clients you wish to sync from Xplan to Lumiant. Synchronise some of your clients from Xplan The call will match the user credentials you enter, it determines the context and in part the capabilities in which an integrator accesses as a ‘controlled user’ to retrieve client data for use in the third-party integrator (Lumiant) site. The integration set up will require you to enter a set of Xplan user credentials (Xplan login details) that will authorise API to call the data. Provide to us by either contacting your Customer Success manager or reach out to to provide the information so we can load into our database. Email - This must match between Lumiant and Xplan.We will need a spreadsheet list (excel or CSV) of the clients with: If you are an existing Lumiant user, that has clients that exist across both your Xplan and Lumiant sites, we will need to know the current Xplan IDs so that when activated the sync will not create duplicate clients. Do you have existing clients across both sites? File Note TypeĬompleted Your Life Survey ![]() The below is sent from Lumiant to Xplan creating a file note, this saves advisors time in documenting conversations, and allows compliance teams to see the client interaction. You can change them in Lumiant however they will be overridden at the next sync. Note that Xplan is the master of these fields and data must be changed there for it to be permanent. The below personal and general insurance fields are synchronised from Xplan to Lumiant: LumiantĬalculated using policy to date and current date from Xplan Note that country code must be included for the sync to occur. Mobile phone numbers only are taken due to their usage in MFA processes. Lumiant only stores one mobile phone number so it will take the preferred address against the client in Xplan. Lumiant only stores one email so it will take the preferred address against the client in Xplan If you have more included in your Xplan instance they will not be synchronised across. Note Lumiant only has Mr/Mrs/Ms/Miss/Dr/Prof as title options. The below client and user fields are synchronised from Xplan to Lumiant: Data/Field This integration will allow users to automatically share client information from Xplan to Lumiant when creating or editing clients, and create file notes in Xplan when a Your Life Survey, Values session or Investment Preferences survey is completed in Lumiant.Įxports of a Lumiant Best Life Plan are also file noted and stored as an attachment against the client in Xplan. Please also refer to the guide in the Iress Community. Renowned to leveraging skills in financial planning strategy with advanced XPLAN knowledge, coding and HTML to build reliable sound solutions and leadership.If you use Iress' Xplan as your CRM, you can set up the integration between your practice's Lumiant site and Xplan instance. Further, possess a talent for developing a training and integration program that will allow a new user of the software program to move from basic knowledge through to advanced skills or to take a business from using xplan as a basic CRM to running a fully integrated paperless office within a timely fashion. Also renowned for building relationships with business practices and their staff.Īs a financial planning software professional, Jessica possess broad expertise in the XPLAN software program within all modules, financial planning strategies, face-to-face and online training and with the ability and skill set to provide innovative, enthusiastic and forward thinking leadership in a team environment. Capable of formulating strategies that create efficiencies through software, aligning business processes with software solutions. ![]() Jessica Lamb is a dynamic and results driven professional with thirteen years’ experience in XPLAN and 10 years in software integration.
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