Skip to main content

Client Import: Goals - Detailed Description

What data is imported into the Goals Detailed Description Field in Advice Designer

Updated this week

In order for Advice Designer to optimize it's two API integration with Xplan, only standard Xplan fields are imported.

As Xplan does not have a standard field for Goals|Detailed Description, we have elected to import the Goal|Comments field as a detailed description instead.

A large number of Xplan sites have created a custom field which reflects as Goals|Detailed Description, so you might experience instances in which you would expect the data to populate

Did this answer your question?