Enabling the Xplan Integration

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Overview

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

**Note: This content is intended for system administrators and is technical in nature. Please discuss your integration installation plans with your Practifi Customer Support Team for their assistance.*

Before You Begin

Our Xplan integration is supported only in Practifi organizations that have our Dolcetto PR4 release from April 2021 or beyond. The main installation is included in this release package, which means that the main installation is not required by a System Administrator. Instead, the integration configuration is required to enable this integration in your organization. We recommend reaching out to 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. 
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  3. In Salesforce Setup, use the Quick Find search bar to search for and select Remote Site Settings.
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  4. Select the New Remote Site button to add a new site.
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  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 this information is entered, 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.
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  2. Select the New button on the Auth Provider Menu to begin the Auth provider creation process.
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  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.
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  2. Select the New Named Credentials page to begin the creation process. 
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  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 choose to 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.
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  2. On the Custom Settings page, locate Xplan Settings and select Manage to view the settings.
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  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.  
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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 located on the left-hand 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 to use the One to One advisor mapping. 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.
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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
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