How to request Xplan Integration: IFA Connect tile
Users who's Xplan site has not yet been whitelisted by Iress will need to submit an API request via the Iress Connect portal.
Using the following link:
Log into your user profile.
Select the IFA Connect tile:
Select API Requests:
Capture the following sections:
Summary: Request to be added to the Advice Designer by Finura API Key
Option: New API Request
Xplan URL: [Your Xplan site's web URL]
Details of integration: Please add my Xplan site to the Advice Designer by Finura API Key
Send
How to request Xplan Integration: Service Desk - Issues tile
Using the following link:
Log into your user profile.
Select the Service Desk - Issues tile:
Select the I have an integration issue tile:
Capture the following sections:
Summary: Request to be added to the Advice Designer by Finura API Key
Description: Please add my Xplan site to the Advice Designer by Finura API Key
What Service are you using: Xplan API
Impact: All Users
Business Impact: High Outage or degradation to critical function
Xplan URL: [Your Xplan site's web URL]
Tell us where you are using the API calls/endpoint: Client Focus / CRM
The request your are sending to Xplan: IFA Connect request
The response you receive from Xplan: IFA Connect request
What is the Xplan user id making the call: IFA Connect request
Send