Xplan Data Sync - Basic Sync and Client Profile Sync
With Xeppo's Xplan data sync, you can push data directly to Xplan. This allows you to use Xeppo as your main data entry point, you can create a Client in Xeppo ,and push it to Xplan.
What data you can enter depends on which version of Data Sync you have enabled for your practice. There are two data sync version; Basic Data Sync, and Client Profile Data Sync.
How can I tell if I have Basic Sync or Client Profile Sync?
There is an easy way you can confirm which data sync version your practice is using.
Select any Group within your Xeppo instance, then select the Client Profile Tab. The Data Sync option, as shown below, will only be available if you have Xplan Client Profile Sync enabled.
What data can I sync to Xplan?
The data you can sync from Xeppo to Xplan is based on the version of data sync your Practice is using.
Please note that not all field are able to sync back to your source system. The below articles provide a comprehensive list of which fields can sync back to Xplan.
Xplan Client Profile Data Sync
Xplan Client Profile Data Sync is currently in BETA. If you do not have Xplan Client Profile Sync but would like to start using it, contact support@xeppo.com.au so we can discuss how to have it enabled for your practice.
Comments
Article is closed for comments.