Xeppo: Iress Open Standard Integration

[melanie.meadwell]

Integration 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 overview
• Integration summary
• Setup instructions

Integration summary

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

Software type: Marketing

Locale:  Australia, New Zealand

Contact details for integrator: sales@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

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 has been enabled. Please contact your Iress Account Manager who will be able to 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 not yet provided us with setup details for this integration. Please contact them using the contact details above for more information.