Data Sync (User overview)

Knowledge base

Data Sync (user overview)

Using Data Sync, you can create a client in Xeppo and then send their data to your Xplan or Xero.

When creating these Clients, it is best to complete as much information as possible before syncing their data. There are a couple of things to consider when creating a Client:

  • When creating an individual entity, Xplan has been known to default data on Tax Resident Status and Country of Birth if the fields are left blank when syncing.
  • When creating an entity that is not an individual, you will need to enter more than just a name for it to sync correctly. For example, if you are creating a Company entity, you will need to enter the name and ABN/ACN as a minimum before syncing.

The below videos demonstrate how to create a client, and managing the change requests that occur when you sync data.

Creating a Client in Another System (from Xeppo)

Brief video on how to send a client from Xeppo straight into another system (WorkflowMax illustrated).

Another example video showing how to create clients in multiple systems at once (WorkflowMax and XPLAN illustrated).

Managing Your Change Requests

What to do when you get change request notifications, to update data in source systems. It's really easy!

Working with Data Discrepancies and updating source systems with Data Sync

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