Data synchronisation details between Annature and Xplan.
Although Annature automatically pulls your Xplan clients into your address book, we recommend using the Xplan integration page to view your clients and create envelopes and identity verification for them.
To access the integration page, simply click on Xplan in the left-hand menu.
This page provides a live feed of your Xplan clients, which is more up-to-date than the address book that syncs with Xplan every hour.
💡 To ensure that your client information is consistent and up to date, we recommend making any changes to your Xplan clients directly in Xplan. These changes will be synced to Annature automatically. Making changes to your clients in Annature will not be pushed to Xplan and may be overwritten by Xplan if you make changes there.
From here, you can easily create envelopes and identity verification for your Xplan clients within Annature.Creating envelopes and identity verification on the Xplan integration page will ensure that they will be properly synced to your Xplan account.