Xplan

How do I set up an integration with Xplan?
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...
Fri, 15 May, 2020 at 10:12 AM
What client-related data is currently available via the Xplan integration?
Not all fields in the Genovo Client library are currently integrated. This could be for one of two reasons: 1) There is no corresponding field in Xplan ...
Tue, 3 Dec, 2019 at 9:23 AM
What plan-related data is currently available via the Xplan integration?
Below is a summary of the fields that are currently integrated within each Genovo section, showing the equivalent Xplan field mapping as well as any 't...
Tue, 3 Dec, 2019 at 9:24 AM
How do I import a client from Xplan into Genovo?
The clients you pull across from Xplan will be stored in the Client Library within Genovo, and can be accessed via the Client Library or Write / View Report...
Tue, 3 Dec, 2019 at 9:25 AM
How do I refresh an integrated client?
Having created an integrated client within Genovo, you can refresh / update the data contained in the integrated fields at any time. To refresh an integ...
Tue, 3 Dec, 2019 at 9:26 AM
How do I pull an Xplan integrated client's plans into a report?
When building a report for an integrated client, you can pull details of their plans from Xplan into the following review sections: - Review of Your Exi...
Tue, 3 Dec, 2019 at 9:29 AM
How do I refresh an integrated plan?
Having added a plan for an integrated client within Genovo, you can easily update the data contained in the integrated fields at any time, for example at th...
Tue, 3 Dec, 2019 at 9:29 AM