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Xeppo: Iress Open Standard Integration

Iress People

Overview

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 do 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 details

Xeppo gives you the ability to manage client relationships simply and drive business opportunities.

Software type: Marketing

Locale:  Australia, New Zealand

Status: Live

Activation type: System Settings

Contact details for integratorsales@xeppo.com.au

Website for integrator: http://xeppo.com.au

Description provided by the integrator:

Xeppo allows you to connect to XPLAN alongside accounting, lending, SMSF and more to create a consolidated list of all your clients:

- Unearth new business opportunities, creating the client in XPLAN directly from Xeppo

- Manage change of key details across all your systems automatically.

 

Setup Instructions

This integration has been built by the third party integrator and they have not yet provided us with details on how to use the integration. Please contact the integrator for more information.

 

For further assistance

Please contact your Iress representative (Account Manager/Executive) if you need further assistance.

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