Lesson 2: Configuring The Xplan Integration

So we have integrated iComply2 with Xplan, so you can maintain your client records in one CRM.

Connecting to Xplan is simple.

Step 1: Select Your CRM

Step 2: Connect Popup

Click Connect from the Connect to Xplan Popup

In the Projects App, from the top navbar, select your CRM Logo that you want to connect to.

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.

You can search your Xplan clients through iC2 Projects

You can disconnect from your CRM at any time.

Simply click on the CRM Logo and select to ‘Disconnect’