Lander Systems (ex Fluent) : Cloudfuse

[john.gartland]

Integrator overview

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

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.

Integration Summary

Cloudfuse is a managed integration service that connects your Xplan data with Salesforce and other applications to enable seamless sales & marketing. Connect and transform your data automatically to enable powerful automation and workflows.

Software type: Automation + Workflow, Marketing, Advice

Locale(s):  Global

Contact details for integrator:cloudfuse@landersystems.com

Website for integrator: https://www.landersystems.com

Description provided by the integrator:

Cloudfuse has been built from the ground up to manage any integration scenario. It enables integrations with SaaS platforms, on-premise applications and data that are tailored to your specific requirements. This seamless integration experience across your digital stack ensures a cohesive customer experience that increases your team's productivity, allows you to achieve scale, reduces your costs and decreases error-prone double entry and handling.

Key benefits

• Master source data and ensure it is synchronised everywhere
• Leverage one platform to manage all your real-time and batch data processes
• Unify data sources across your stack to build a complete customer profile
• Clean, transform and sync data across applications to keep teams aligned
• Map and integrate customer data across all your tools & databases
• Automate processes to achieve dynamic workflows
• Leverage new growth opportunities and scale

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. 

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.

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 as per the Integrations available via Iress Open (Xplan and Private Wealth) terms of your managed service agreement. Please contact your Iress Account Manager who will be able to confirm or raise the necessary request to progress this on your behalf.

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.