Xplan (iress)
To enable the Xplan integration within your ATEB Suitability account, please follow this step-by-step guide: Important Note: If have your 'Own Site...
Fri, 16 Oct, 2020 at 9:22 AM
Before following this guide, please ensure that you have successfully completed the ‘Initial setup of Xplan/ATEB integration’ guide. To create a report...
Fri, 16 Oct, 2020 at 1:09 AM
The following fields are supported by the ATEB suitability integration: Getting Started Key Information > Main > Personal Details ...
Tue, 26 Jan, 2021 at 1:51 PM
To do this involves the following steps: 1) Disconnect the Xplan integration in the Suitability application. To do this, go into the 'Data Integra...
Fri, 16 Oct, 2020 at 3:09 PM
After ATEB Suitability's integration with Xplan has been set up, on the 'Getting Started' page, in the 'Report Details' tab, under ...
Mon, 19 Oct, 2020 at 3:53 PM
After ATEB Suitability's integration with Xplan has been set up, on the 'Getting Started' page, in the 'Report Details' tab, under ...
Mon, 19 Oct, 2020 at 3:53 PM
After ATEB Suitability's integration with Xplan has been set up, on the 'Getting Started' page, in the 'Report Details' tab, under ...
Mon, 19 Oct, 2020 at 3:53 PM
After ATEB Suitability's integration with Xplan has been set up, on the 'Getting Started' page, in the 'Report Details' tab, under ...
Mon, 19 Oct, 2020 at 3:53 PM