courtney.youngblutt's avatar
courtney.youngblutt
Icon for Xplan Expert rankXplan Expert
2 months ago

Hi Anton, thanks for your question - integrations are definitely something we are seeing alot more of.

There are already a number of integrations with Xplan via our Iress Open network - you can see a list fo the current integrations available here https://community.iress.com/t5/Xplan-Integrations/Available-Integrations/ta-p/22576  - an Xplan site administrator can easily enable any of these on your site through System Settings > Iress Open. Available integrations cover a range of use cases such as data collection, advice presentation,  document management, client portals, and more.

If you’re looking to extract data via API for business intelligence - we are currently in pilot with a BI tool that will sit within Xplan. No firm release date just yet, as it will depend on the feedback we receive, but keep your eyes peeled" 

Also don't overlook Xplan's existing capability -  sometimes the very thing you’re looking to do might already be possible within Xplan’s extensive CRM capabilities.

What’s the specific use case? What problem are you trying to solve by extracting data? There might be some other ideas...

anton.scholte.0's avatar
anton.scholte.0
Network Navigator
2 months ago

Thanks Courtney,

That is helpful, but I meant to connect with Xplan from Microsoft Copilot/Power Apps for example.

How can Microsoft Copilot/Power Apps connect with Xplan, if we are looking to use this to import/export Xplan data?

Is this possible currently?

Kind regards,

Anton

  • courtney.youngblutt's avatar
    courtney.youngblutt
    Icon for Xplan Expert rankXplan Expert
    2 months ago

    Hi Anton, no, this is not currently possible. There are some AI integrations in the Iress Open network - Have a look at what The FAYBL AI Assistant can do - it might help in some areas.

    Thanks Anton.

     

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