Provided that your Xplan site has already been whitelisted by Iress and Authenticated by your Organisation, you'll be able to add and connect your Xplan login.
Add and Connect your Xplan App
How to Add an Xplan App
Click on the integration chain icon at the top right.
Click on Add App. Select Xplan as the Provider and paste your Xplan URL.
Click Next tab. Choose your default Apps
Click Next to view your Integrations.
💡Note: Make sure not to paste a forward slash "/" after iress.com.au
To request an Xplan App to be registered
If your Xplan site has not been registered you will be notified.
And prompted to Send a Request.
This will allow your Advice Designer Team to add your Xplan site.
💡Note: In order for Xplan to be connected your site will need to be whitelisted by IRESS. The following article navigates the steps required: Xplan Integration Request