Zoom

[melanie.meadwell]

Integration overview

Connect, engage and advise your clients through seamless face to face video meetings, powered by Xplan and Zoom. This integration will enable you to launch instant video meetings with your clients or colleagues from anywhere in Xplan.  Upcoming video meetings can also be easily scheduled and participants automatically emailed by leveraging the inbuilt Xplan Diary and email system. 

Integration summary

Software type: Online Meetings

Locale:  Global

Website for integrator: https://zoom.us/ 

Description provided by the integrator:

Zoom is for you. We're here to help you connect, communicate, and express your ideas so you can get more done together. We're proud to be trusted by millions of enterprises, small businesses, and individuals, just like you. 

Setup instructions

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:  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). 

Please see Zoom Integration: Using Video Meetings for further information on how to use this integration.