Connecting to Xplan

Connecting your Xplan site to Annature takes just a few minutes. Once connected, you can import your Xplan contacts into your Annature address book and keep them in sync automatically.

Connecting Xplan

1. Go to Settings > Integrations.

2. Click Connect under Xplan.

   

3. Enter your Xplan site URL (e.g. https://yourfirm.xplan.iress.com.au).

   

4. Click Continue and log in to your Xplan account if prompted.

5. Click Allow to grant Annature access.