Xplan partner1/31/2024 ![]() You can resolve this by linking the contacts in Xplan, then resyncing from Practifi. if income is owned by the partner, then upon initial sync it will appear to be owned by the primary. If your Practifi client contains primary and partner contacts, they will initially appear in Xplan as unlinked contacts which can cause some data accuracy issues, e.g. an asset that's linked to a service that's linked to a client, then that record will not be in sync. This means that if a Practifi record is linked to a client indirectly, e.g. This integration creates a direct connection between the client records in both Practifi and Xplan, which causes all related child records - People, Income, Expenses, Assets & Liabilities - to be shared between systems. (Only related to Client, Primary and Partner contact, includes attachments only when attached to the feedpost of the interaction) (Only related to Client, Primary and Partner contact, includes attachments but only when creating the feed post) Updates need manual intervention either by pressing the 'Send to Xplan' button or via a nightly feed which requires a Professional Services engagement and development work in your organization. ![]() Real Time = Automatic sync only on creation of that record. Here's a breakdown of how information is shared between systems: Data moves in both directions, making it simple to keep your business management and financial planning platforms up-to-date. Our integration with Xplan provides a seamless flow of data between systems, keeping your clients in sync, along with their critical financial information.
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