When you update a client's Fact Find — Key Details, Contact, Goals, Dependants, Employment, Cashflow, Assets & Liabilities, Retirement, Insurance, Estate, Risk Profile or Adviser — inside Advice Designer, those changes are only saved in Advice Designer. To bring the matching client record in Xplan up to date, you need to export the client's Fact Find data back to Xplan.
You can start an export from three places:
Client Profile
Plan
Review
Each entry point opens the same Export Client window and follows the same steps.
💡 Note: Before exporting, check the Xplan ID shown in the top panel to the right of the client's name on the Client Profile, Plan, or Review header. This confirms exactly which record in Xplan your edits will update.
⚠️Important: You'll need an active Xplan integration connected to your workspace. If you haven't set this up yet or need to reconnect, see Setup your Xplan App integration.
Export Fact Find Data
Wherever you start an export from, you'll step through the same three-step window.
Under App Search, confirm the Client field shows the correct client and that Export to App is set to Finura Xplan. Select Manage Integration here if you need to check or update your integration first.
Select Export.
Advice Designer attempts the export and moves to Field Mapping, showing "Attempting to export the client to the destination app..." while it runs.
Once the export succeeds, you'll land on Next Steps with the message "Client information export is completed!" Select Close to finish.
A confirmation notification also appears at the top of the screen (for example, "The client [Client Name] has been successfully exported"), confirming the sync has gone through.
Exporting within a Client Profile
Go to Clients and open the client you want to export.
On the client's Fact Find tab, select the vertical ellipse '⋮' (options) menu in the top-right corner of the profile.
Select Export Fact Find Data.
Complete the Export Client steps above.
Exporting within a Plan
Open Plans and select the plan you're working on.
From any step of the plan (for example About You), select the ⋮ menu in the top-right corner of the plan header.
Select Export Fact Find Data from the menu — alongside options like Generate Document, Edit Plan Details, Import Fact Find Data, Import Logs, Edit Entity Selection, and the research/modelling import options.
Complete the Export Client steps above.
Exporting within a Review
Reviews follow the same pattern as Plans:
Open Reviews and select the review you're working on.
Select the ⋮ menu in the top-right corner of the review header.
Select Export Fact Find Data.
Complete the Export Client steps above.
💡 Note: Exporting from a Client Profile, Plan or Review all update the same Xplan client record — use whichever entry point is most convenient for where you're already working.