Advice Designer

A listing of standard groups and fields mapped from Xplan

Standard Xplan Fields & Data Model

Deactivate/Reactivate an Xplan integration

How to connect or disconnect an Xplan App integration

Connect/Disconnect an Xplan App integration

How to authenticate your Xplan connection with Advice Designer

Xplan Authentication

How to connect or disconnect a myprosperity app

Connect/Disconnect a myprosperity site

How to add a myprosperity App integration to your Workspace

Setup your myprosperity App integration

Connecting your Xplan App with an IressID

Xplan Site Authentication with IressID: Current workaround

How to add a Worksorted App integration to your Workspace

Setup your Worksorted App integration

Integrations

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