4-Admin

[jim.farrell]

Integration overview

We are pleased to share the news that a new third party integration is now available for Xplan users. 

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This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template.  Iress does not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

Or  - 

This is a custom integration which means that the integration was built by the third party integrator in conjunction with Iress.  You may not be able to enable the connection directly and should refer to the setup instructions for clarification on how to proceed.

Integration summary

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Software type: <new labels>

Locale(s):  <should always have this>

Contact details for integrator: <should always have this>

Website for integrator: <should always have this>

Description provided by the integrator:

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IMPORTANT NOTE - This integration is not currently available for people on multi-tenanted sites. If you are unsure if this applies to you, speak to your local site administrator. <delete if n/a>

Setup instructions

Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used.

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In Xplan: 

This integration follows the Standard Integration pattern:

• If you manage your own site: You can enable the integration yourself using this guide. Note that this must be undertaken by your site administrator.   
• If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf.
• If you outsource your site administration to Iress:  This integration may already have been enabled. Please contact your Iress Account Manager who will be able to confirm or raise the necessary request to progress this on your behalf. Terms and conditions are included in your managed service agreement. For details, see our website under Integrations available via Iress Open (Xplan and Private Wealth).

In your third party integrator software: 

The Third Party has supplied this setup guide / The third party has not yet provided us with setup details for this integration. Please contact them using the contact details above for more information.

Or  - 

This integration cannot be self enabled and may require activities that need to be coordinated between Iress and the Third Party.  Please contact your Iress Account Manager who will be able to raise the necessary request to progress this on your behalf.