Connecting your Nod account to your firm's XPLAN account allows you to pull client data automatically to Nod, reducing double data entry across platforms.
To connect to your Nod account to the XPLAN API follow the steps below.
*This guide is intended for users with a basic understanding of Nod. Click here to learn How Nod Works
To read more about the Iress XPLAN integration with Nod click here
That's it! Now the connection between Nod and XPLAN is confirmed and you will be able to pull data directly from fields in XPLAN to Nod.