In order to import clients and research scenarios into your plans you will need to connect to an Xplan profile which has access to these elements.
How to connect your Xplan App
Click on the integrations chain icon, top right.
Click on the ellipse icon "⋮", in line with the Xplan site you wish to connect and
Select Connect.
You will be redirected to the Xplan site to Allow the connection.
To confirm, your Integrations window will reflect Yes under Connected.
How to disconnect your Xplan App
Click on the integrations chain icon, top right.
Click on the ellipse icon "⋮", in line with the Xplan site you wish to disconnect.
Select Disconnect.
