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How to re-import client data via Clients

Search for the client via the Search Clients field

Click on the Vertical Ellipse “⋮”

You will receive a notification and email to confirm client import

1. Click on the Clients tab
2. Search for the client via the Search Clients field
3. Click on the client's name
 
 
4. Click on the Vertical Ellipse “⋮”
5. Select Re-Import Fact Find Data
6. Click Import

7. Click Confirm
8. You will receive a notification and email to confirm client import

💡Note: Should your client import fail you will receive an email noting the Xplan field group which was the cause.

How to re-import client data via Plans

How to re-import client data via Reviews

How to reimport the client (from Xplan) to refresh the data

How to re-import a client

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How to re-import a client

Re-Importing a client

How to re-import client data via Clients

How to re-import client data via Plans

How to re-import client data via Reviews