Configuring the Xplan Integration
You can connect your SARA login to your Xplan site to search your list of clients and pull through the data to the SARA App.
Step 1: Enabling the iComply2 API on your Xplan Site
You may need to contact your Xplan site administrator to enable the iComply2 API Xplan site.
In your Xplan site, search Iress Open in the Quick Nav search bar, or go to Admin > Site > System Settings < Iress Open.
Search for ‘iComply2‘ in the list of Iress Open Integrations, and enable the API.
Step 2: Connect SARA to Xplan
Once you have enabled the iComply2 API in your Xplan site, you can connect your SARA App to Xplan.
From the top navbar, click on the Iress Icon
From the Connect to Xplan Popup, click ‘Connect’
You will be redirected to your Xplan site. You will need to input your Xplan login details and click ‘Allow’ to connect to your SARA login Xplan.
Once connected, you will be navigated back to the SARA App.
When creating a new review, you will be able to search your Xplan client list from the SARA App, and all client and adviser data will be pulled from