Your Xplan clients are available in Annature in two places. The Xplan page shows them live from Xplan, and it's the best place to send envelopes and verifications. You can also import your clients into your Annature address book, so you can find them when sending any envelope. Importing is optional.
The Xplan page
Select Xplan from the left-hand menu to search your Xplan clients and prospects, live from Xplan. Press Q to jump to the search box, or click refresh to reload the list. The list shows each client's Name, Type and Adviser, and searches show up to 100 matching clients.
Click Open to see a client's page, with three tabs:
- Details: their name, type, company number, email, mobile, date of birth, address and adviser, plus a Customer due diligence summary of their identity verification, AML & CTF screening and ongoing monitoring.
- Identity verification: verifications for this client, and Create verification.
- Envelopes: envelopes linked to this client, and Send envelope.
Click Open client at the top of the page to open them in Xplan.
Importing clients into your address book
- In Annature, go to Settings and select Integrations.
- On the Xplan card, click Configure.
- Check who the integration is shared with. Imported contacts are shared the same way.
- Click Import data.
Your contacts are imported in the background. Check your address book after a few minutes.
Who's imported
Annature imports your Xplan clients and prospects with the type Individual or Company. Clients marked as deceased or archived in Xplan aren't imported.
For each client, Annature imports their name, their preferred email, and their preferred phone number if it's a valid mobile number.
How syncing works
After the first import, Annature keeps your address book up to date automatically:
- New clients added in Xplan are added to your address book, as long as they have an email address.
- Changes to a name, email or mobile in Xplan are updated in Annature.
- Clients marked as deceased or archived in Xplan are removed from your address book.
You can see when the last sync ran under Configure on the Xplan card. If you never import, nothing syncs to your address book, but the Xplan page still shows your clients live.
Syncing only goes one way, from Xplan to Annature. Xplan is always the source of truth, so update client details in Xplan. Changes you make to an imported contact in Annature aren't sent to Xplan, and may be overwritten.
Starting the import again
Import can only be run once. To start again, for example to change who it's shared with:
- On the Xplan card, click Configure.
- Click Reset imported data. This removes every contact that was imported from Xplan.
- Make any changes, then click Import data again.