Enabling the Xplan Integration

Please note: This content is intended for Practifi System Administrators and is technical in nature. The steps described in this article may not be able to be completed without System Administrator permissions. Please discuss your integration installation plans with your Practifi Customer Support Team for their assistance.

Overview

Our integration with Xplan provides a seamless data flow between systems, keeping your clients in sync with their critical financial information. Data moves in both directions, making it simple to keep your business management and financial planning platforms up-to-date. 

• Before You Begin
• Configuration
  • Create Remote Site Settings
  • Create Auth Provider
  • Create Named Credentials 
  • Configure Custom Settings
  • Assigning Permission Sets
  • Adding the Xplan Picklist Value
  • Advisor Mapping

Before You Begin

Our Xplan integration is supported only in Practifi organizations with our Dolcetto PR4 release from April 2021 or beyond. The main installation is included in this release package, meaning it does not require a system administrator to complete it. Instead, the integration configuration is required to enable this integration in your organization. We recommend contacting your Practifi contact to ensure the configuration is set up correctly.

Configuration

A System Administrator must complete the following configuration steps to enable the Xplan integration in your Practifi instance.

Create Remote Site Settings

1. Log into your Practifi organization using your System Administrator credentials.
2. Navigate to Salesforce Setup by selecting the gear icon in the upper right-hand corner and selecting Setup from the drop-down menu. 
   
   
   
   
3. In Salesforce Setup, use the Quick Find search bar to search for and select Remote Site Settings.
   
   
   
   
4. Select the New Remote Site button to add a new site.
   
   
   
   
5. Selecting this button will open a New Remote Site creation page. Supply the following information on this page:
   
   

   Remote Site Name	Xplan
   Remote Site URL	https://edai.xplan.iress.com.au (This value may change and will be provided by the Iress Team)
   Disable Protocol Security	Not Checked
   Description	Blank
   Active	Checked

6. Once you have entered this information, select Save & New to save this remote site and begin creating a second remote site. 
   
7. Supply the following information for the second remote site:
   
   

   Remote Site Name	Xplan_API
   Remote Site URL	https://api.iressopen.com.au/
   Disable Protocol Security	Not Checked
   Description	Blank
   Active	Checked

8. Press Save to finalize the remote site creation.
   
   

Create Auth Provider

1. In Salesforce Setup, use the Quick Find search bar to search for and select Auth Provider.
   
   
   
   
2. Select the New button on the Auth Provider Menu to begin the Auth provider creation process.
   
   
   
   

3. Select the Static OAuth Provider option from the drop-down menu and supply the following information:
   
   

   Auth. Provider ID	Self Generated Value
   Provider Type	Custom
   Name	Xplan
   URL Suffix	Xplan
   Authorize Endpoint URL	https://edai.xplan.iress.com.au/oauth2/auth
   Consumer Key	Will be provided by Practifi
   Consumer Secret	Will be provided by Practifi
   Default Scopes	Blank
   Developer Name	Blank
   Redirect URL	Blank
   Send Access Token In Header	Check
   Send Client Credentials In Header	Uncheck
   Token Endpoint URL	https://edai.xplan.iress.com.au/oauth2/token
   Token Issuer	Blank
   User Info Endpoint URL	Blank
   Custom Error URL	Blank
   Custom Logout URL	Blank
   Registration Handler	Blank
   Execute As	Practifi Support
   Icon URL	Blank

4. Once this information is entered, select Save to finalize the Auth Provider creation.
   
   

Create Named Credentials

1. In Salesforce Setup, use the Quick Find search bar to search for and select Named Credentials.
   
   
   
   
2. Select the New Named Credentials page to begin the creation process. 
   
   
   
   

3. Enter the following values on the new named credentials page:
   
   

   Label	xplan
   Name	xplan
   URL	https://api.iressopen.com.au/
   Certificate	Blank
   Identity Type	Named Principal
   Authentication Protocol	Oauth 2.0
   Authentication Provider	Xplan
   Scope	Blank
   Authentication Status	Authenticated
   Start Authentication Flow on Save	Checked
   Generate Authorization Header	Checked
   Allow Merge Fields in HTTP Header	Unchecked
   Allow Merge Fields in HTTP Body	Unchecked
   Outbound Network Connection	Blank

4. Select Save to finalize the creation process.
   
   

Configure Custom Settings

The Custom Settings for the Xplan integration already exist in your organization. A System Administrator will need to ensure these Custom Settings are available. They can configure these settings further as part of the enablement process. 

1. In Salesforce Setup, use the Quick Find search bar to search for and select Custom Settings.
   
   
   
   
2. On the Custom Settings page, locate Xplan Settings and select Manage to view the settings.
   
   
   
   
3. On the Xplan Custom Settings, ensure the below details are selected. The System Administrator can adjust the Custom Settings as needed if these details are not selected.  
   
   
   

Assigning Permission Sets

There are a few Permission sets that the System Administrator needs to assign to the users who should have access to Xplan Integration. To access these permission sets:

1. Navigate to Salesforce Setup Home by selecting the Home button in the upper left-hand corner. 
2. Use the Quick Find search bar to search for and select Permission Sets.
3. On the list of permission sets, locate the following permissions:
   
   

   Permission Set Name	Permission Details
   Practifi - Xplan User - Administrator	This access should only be assigned to the Administrator.
   Practifi - Xplan User - View & modify	This will give the user the view permissions.
   Practifi - Xplan User - View, modify & delete	This Permission Set will allow the user to add, modify and delete data.

   
   Please note: If these permissions are not available on your permission set list, please contact Practifi Support.
4. Assign these permissions to the required users by selecting their permission set name and then selecting the Manage Assignments button on their Permission Set Details page. 

Adding the Xplan Picklist Value

1. In Salesforce Setup, select the Object Manager button in the header on the left side. 
2. Select the Entity object from the list of objects. 
3. Select the Fields & Relationships tab from the left-hand side.
4. Locate the Organization Type field (API Name: Organization_Type__c) and select the hyperlinked field label.
5. Scroll down to the Values section and select the New button.
6. In the text box, type Superfund.
7. Check the checkboxes beside the following record types:
   • Client Entity
   • Employer Organisation
   • Employer Organisation Prospect
   • Organization
   • Organization Prospect
   • Organization Client
8. Press Save to finalize the creation of this picklist value.

Advisor Mapping

It is recommended that the One to One advisor mapping be used. To enable this mapping, confirm the following settings:

• User.External_Id__c is the default field to set the Xplan Advisor Id value to unless the name has been changed in custom settings. This field is External Id on the user profile located in Salesforce Setup. 
• The Xplan user Ids list can be exported from Xplan or Xplan API. Then these values can be mapped to the Id in the User Object.
  
  
  
  

If the Salesforce Admin has to change these settings from one to many, then they must enable the following settings:

• Use the custom setting Default Advisor Id to set the default advisor to be used to send a new household.
• If the One to Many advisor mapping is enabled, advisor syncing should be disabled by setting the following settings to these values:
  • Sync Owner to Xplan → False
  • Sync Owner From Xplan → False