A list of available standard integrations can be found below and, as more become available, you’ll find them both here and in the Systems Settings area of your Xplan site.
The Activation Type informs you of the process to set up an integration; System Settings is the easiest type. Other types require more effort but full instructions can be obtained by clicking on the hyperlink.
Standard integrations facilitate the transfer of data with a third-party application. They operate within a preset range of data fields which rely on permissions. Such integrations don’t require product development by Iress.
System administrators can enable third-party software integration on their Xplan site using the Iress Open menu in System Settings.**
** Clients who have outsourced site administration in a Managed Services arrangement may need to refer to their Account Manager to facilitate the switch on.
Please see the table further down for details of upcoming integrations.
Iress has a healthy pipeline of firms looking to take advantage of the Iress Open initiative. We are often asked for information regarding the third party build progress but as the onus is on Third Party Integrator to align their product to the Iress API we cannot comment on specifics of their solution or a third party delivery time-frame.
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