kenny.foo's avatar
kenny.foo
Icon for Xplan Expert rankXplan Expert
5 months ago

17th July AMA: I'm Kenny Foo, Xplan expert, Ask Me Anything!

If you want a genuine competitive edge, streamline your operations and serve more Aussies; accurate data isn’t just a nice-to-have – it’s non-negotiable. But are you following data best practices w...
practice management
xplan
cathy.kildea's avatar
cathy.kildea
Valued Supporter
5 months ago

Hi Kenny,

I work in a Licensees office and would really like lots of information on how to investigate why datafeeds aren't working or are out of balance and how to help our Adviser Practices fix them.

I can see the training on how to set them up initially but nothing on how to fix them when they go sideways.

Thank

Cathy

kenny.foo's avatar
kenny.foo
Icon for Xplan Expert rankXplan Expert
5 months ago

Hi cathy.kildea​ ,

The Learning module “Datafeed Administration: Daily checks best practice” is a good one for maintaining datafeeds and understanding the various notifications (including out of balance).

Also, this troubleshooting guide in Community is a great resource. 

If you don’t get any answers there, best raise a query via your support channels for further investigation.

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