How to Nod

Nod is a document automation platform that empowers experts to help more people.

Automating document creation and review leaves more time for experts and their teams to spend more valuable time with their clients.

Below you'll find a series of articles on how to use Nod to automate document creation and review in your financial planning, legal, accounting or consulting practice.

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Connect to the XPLAN API

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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.

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*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

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Connecting to the XPLAN API

  1. Once logged in go to the top, right hand corner to click the user menu and select 'Connect data sources'.
  2. Next, click the three dot menu button next to 'Disconnect' and select 'Connect'.
  3. You will now be redirected to your firm's XPLAN login page. Enter your login credentials and submit.
  4. Confirm the connection by clicking 'Allow' on the confirmation screen. You will now be redirected back to the Nod app.

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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.

Joel Robbie