Import Your Client List from Xplan

Modified on Tue, 3 Nov at 3:47 PM

Import Your Client List from Xplan

If you use Iress Xplan, you can import your client list straight into Filenote AI, with no spreadsheet needed. Each client comes in with their CRM ID and related entities (such as a partner or family trust), and their Fact Find and IPS (portfolio) details sync automatically to their Filenote AI profile.

In this article
How to import clients from Xplan
After the import
Related articles

How to import clients from Xplan

Step 1	Open the Xplan import
Step 2	Sign in to Xplan
Step 3	Choose which clients to import
Step 4	Assign licensed advisers
Step 5	Import your clients

Step 1: Open the Xplan import

Go to Clients, click Import Clients, then select Select from Xplan.

Step 2: Sign in to Xplan

Sign in to Xplan. Once you're connected, you'll see Connected at the top of the window. To use a different login, click Use another Xplan account.

⚠ One Xplan session at a time
Xplan only allows you to be signed in once. Signing in here will end any other Xplan session you have open, so save your work in Xplan first.

The same applies while the import is running: if you sign in to Xplan somewhere else, the import pauses and carries on later. For the smoothest import, start it at a time when you won't need Xplan.

Step 3: Choose which clients to import

Use the filters to import only the clients you need. Leave a filter set to No filter to include everyone.

Filter	Use it to import
Advisers	Clients of selected advisers only
Client statuses	Clients with a particular status in Xplan, such as Client or Prospect
Client categories	Clients in the categories your practice uses in Xplan
Group names	Specific client groups

Each filter has a search box, plus Select all and Clear, so you can pick options quickly.

? Tip
Setting Client statuses to Client is a quick way to leave out prospects, archived and deceased records.

Step 4: Assign licensed advisers

Under Assign licensed advisers, choose the matching Filenote AI user for each Xplan adviser. Use the search box to find an adviser quickly. Each client group is assigned to its master client's adviser.

⚠ Important
Client groups are imported first if they have complete details and an adviser mapped to a licensed user. Groups that are missing details, or whose adviser isn't mapped, wait until that's fixed. Map every adviser whose clients you want to bring in.

Step 5: Import your clients

Click Import all matches. The import runs in the background, so you can close the window and keep working in Filenote AI. Avoid signing in to Xplan elsewhere until it's finished.

After the import

Client details sync automatically to each client's Fact Find and Portfolio tabs.
Duplicates are flagged. If a client already exists in Filenote AI, it's flagged as a possible duplicate so you can merge the two records.

✓ Next step: merge any duplicates
Go to Clients, click Import Clients, then Merge duplicates. See Merge Duplicate Clients.

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Import Your Client List from Xplan