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Client Import: Goals - Detailed Description

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

Updated over 3 months ago

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

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