iress Xplan Integration

ONBOARDING TUTORIAL - iress Xplan BUDGET INTEGRATION PROCESS

When integrated, Moneysoft and Xplan deliver a powerful combination. The following videos run through the set-up process in 5 short, easy to follow, steps.

If after watching these videos you have any questions or need any help with your own set-up, please contact support@moneysoft.com.au

Step 1: Generate your Moneysoft API Key

View Video – Step 1

1. Log into your Moneysoft partner account
2. Click on your Avatar (name) from the top right of the screen, select MY Account.
3. In your Account Management page on the left-hand side under your company name select the ‘Edit Profile’ tab
4. Scroll to the bottom of the profile and click on the tab ‘Generate Key’.
5. Select and copy the unique Xplan API key.

Step 2: Add your Moneysoft API Key into Xplan at the Site Level

View Video – Step 2

1. Log in to Xplan as the Xplan Site Administrator.
   • If you do not have administrator access you will need to contact your Xplan Site Administrator and provide a copy of your Moneysoft API Key to be added at the site level
2. From the Administration Functions menu, under Xplan, select System Settings. If you are unable to view the System Settings option you do not have administration access.
3. From the left side menu list, select Client Focus and then Moneysoft.
   • The Moneysoft Partner Account API is entered at site level
   • In the main window, click Add, paste the API key into the App Key field, then click on Save.

Step 3: Link a Moneysoft Adviser Account into Xplan

View Video – Step 3

1. Log into Xplan.
2. Click on Preferences from the menu bar across the top of the screen.
3. Select General from the left side menu list.
4. Scroll down to the Moneysoft Integration section and click Add.
   • If this option is not visible, contact your Xplan Site Administrator to request the Access Moneysoft Integration Xplan User capability
5. In the Moneysoft pop-up screen, enter your Moneysoft adviser email and password, then click Link.
   • The pop-up screen will close once the Link button is clicked
6. Confirm your email is present in the Moneysoft Integration section.
7. Repeat these steps to link all the Moneysoft adviser accounts.

Step 4: Link a Moneysoft Client Account (including Bank, Loan and Properties) into Xplan

View Video – Step 4

1. Login into the client’s Xplan profile.
2. From the left hand menu bar select Client Data > Financials > Budget.
   • Client’s accounts are linked in the Budget module of Xplan
3. Click on Tab Accounts and Transactions.
4. Under Accounts select Link.
   • A pop-up menu will appear with a drop down box of all your Moneysoft clients
5. Select the client and then close the pop-up menu.
6. Select Synchronise.
   • It should take approximately 30 seconds for all the client’s accounts to link through to Xplan

Step 5: Link an Account or Property through the Client’s Assets and Liabilities Module in Xplan

View Video – Step 5

1. Once the client’s accounts have been added through the Budget module they can be linked in the Assets and Liabilities module in Xplan.
2. From the left hand menu bar select Client Data > Financials > Asset and Liabilities.
3. Under Assets accounts select ADD.
4. In the Linked Bank Account field select the Link icon.
   • You can select any accounts linked through Moneysoft
5. Save and repeat for all accounts that are to be linked in this section.

Take a look at our blog article for one such example on how this integration can help advisers curb increasing regulatory challenges.