Connecting to Xplan or Worksorted
You can connect your iC2 App to Xplan and Worksorted.
This feature pulls through client data from your CRM so you don’t need to maintain two separate client databases.
Connecting to Xplan or Worksorted is a ‘Pro User’ Feature. You will need to upgarde to a paid subscription to be able to connect to your CRM.
Let’s have a look at how it works
Step 1: Select Your CRM
From the top navbar, select your CRM Logo that you want to connect to.
Step 2: Connect Popup
Click Connect from the Connect to Xplan Popup
Step 3: Sign In To Your CRM
You will be redirected to your CRM site.
Login to your CRM to authenticate the connection between iC2 and your CRM. You will need to follow the steps to allow access from your CRM.
Step 4: Redirected Back To iC2 Projects
Once connected, you will be redirected back to iC2 Projects.
You will now notice the green dot under the CRM Logo. This means that your iC2 Projects App is successfully connect to the CRM.
Disconnecting CRM
You can disconnect from your CRM at any time.
Simply click on the CRM Logo and select to ‘Disconnect’