It’s really easy to integrate your Genovo and Xplan accounts.
Stage 1 - Setting up and activating the integration for your company
How you initially set up the integration for your company will depend upon the type of Xplan account you have.
Managed Site Users
If you have a Xplan managed site, the integration will have been automatically enabled for your Xplan account.
However, the Account Owner of your Genovo account will need to submit a support ticket to Genovo requesting that we activate the integration for your Genovo account. They will also need to provide us with your XP instance name, which is basically the URL (web address) you see in your web browser when you log in to Xplan.
We will confirm by return email as soon as the integration is set up for you (and your users). On receipt of this email you (and your users) can then proceed to Stage 2 - Verifying the integration for a user's account.
Own Site Users
If you have your own Xplan site e.g. https://bloggswealth.xplan.iress.co.uk/ your system administrator (or a user with the System Settings capability) can set up the integration for your company via System Settings in your Xplan account. Here's a link to an article from the Iress Knowledge Base that walks you through the process.
How do I activate a standard integration in Xplan?
Having activated the integration within your Xplan account, the Account Owner of your Genovo account will then need to submit a support ticket to Genovo requesting that we activate the integration for your Genovo account. They will also need to provide us with your XP instance name, which is basically the URL you see in your web browser when you log in to Xplan, and may look something like this bloggswealth.xplan.iress.co.uk.
We will confirm by return email as soon as the integration is set up for you (and your users). On receipt of this email you (and your users) can then proceed to the Stage 2 - Verifying the integration for a user's account.
Stage 2 - Verifying the integration for a user's account
Once the integration has been set up for your company, you (and your users) will now need to verify the integration for your own Genovo account by logging in to your individual Genovo account and clicking on the Integrations icon on the main dashboard.
Within Your Integrations you'll see a summary of all the third party apps that Genovo currently integrates with as well as the status of each integration for your own account.
The status of the Xplan integration will still show as 'Not Setup'. To complete the set up of the integration, you will need to click the manage integration link to the right to verify the integration. You will be directed to a new page where you can now manage the integration.
Before you can start using the integration, you will need to confirm your acceptance for your Xplan account to be connected to your Genovo account. To do this, simply click the verify integration hyperlink under Action.
On clicking the hyperlink, you’ll be redirected to the Xplan log in page and prompted to enter your Xplan username and password (unless you're already logged in to Xplan within the same browser), and then confirm your acceptance for your Xplan account to be connected to your Genovo Account.
Assuming you’re happy to proceed, click Allow and you’ll return to the Manage Integration page within Genovo where you’ll notice that the status of the integration now shows as Active and verified and the username of your Xplan account is displayed under Linked Username. That’s it, you’re done. You can now begin to use the integration to import client and plan data from Xplan into Genovo.
It is only possible to connect one Xplan account to one Genovo account