Moneysoft Fact Find Integration Process – iress XPLAN CRM, Client Records and Fact Find Data
Summary
When integrated, Moneysoft and XPlan deliver a powerful combination. The following guide runs through the set-up process in easy-to-follow steps.
Steps:
1. You must have an operational Moneysoft Professional or Partner account with active clients
2. Login to your Partner account and navigate to the admin account page
3. On the CRM Integration tile, enter your X-plan site URL (forward host) into the respective field. Do not include https://. Then click ‘Login’
4. Enter your User ID and Password in the respective iress user login fields then click ‘Login’
5.You will receive the following message. Click ‘Allow’
6. An authorisation will appear to confirm that X-Plan is connected. Click ‘Close’
7.Return to your Moneysoft partner account client list page (click ‘Dashboard’) and select the client for which to integrate Fact Find data. Click the appropriate icon in the ‘Data Sync’ column next to the selected client name.
The provider to select is ‘XPlan’. Search for the client’s name in the ‘External Client’ field. Then select the actual client before clicking ‘Synchronise’. An example is as shown in the next screenshot below.
8.You will then get the following screen type. In this example, we will elect to synchronise 'Basic Information', which is shown as ‘not in sync’ along with four other information module sets (as indicated by the red dot). The user will click on the drop-down arrow (as is circled).
Clicking on the arrows under the ‘Data Sync’ column, indicate whether the information can be exported to X-plan from Moneysoft or available in X-plan to import. You can see the current X-plan value that is currently held or whether there is a blank field, under the ‘X-Plan Value’ column.
Click on the arrow (‘Export to XPlan’), which will automatically highlight all pieces of information that will be exported. Then click ‘Synchronise’
After clicking ‘Synchronise’ there will be a short wait as the data transfers.
See below that in this example all has synced, except for the mailing address.
The format of the address must be corrected in Moneysoft (indicated by the text ‘undefined’). Once this is done, try again, to see that the information updates correctly.
10. Once all data in the information set is synced with X-plan, a green dot will display in the ‘Data Sync’ column.
11. Repeat the above process for all information sets to update values and fields in XPlan
