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Xplan Integration User Guide

Iress integration allows client data stored in Xplan to be used within QuicklySign. This enables automatic population of document fields, reducing manual input and improving accuracy when preparing documents.

Written by Nirmal Fakir

Requirements

  • Xplan integration must be enabled on your Iress account

  • Mapping functionality must be enabled within QuicklySign (contact support if not visible)

  • Required permissions to configure integrations in QuicklySign

  • Stable internet connection and supported browser

Instructions

Link Xplan to Your Profile

  1. Log in to your account.

  2. Click your profile name (top-right corner).

  3. Scroll to Configure Integrations.

  4. Click Connect next to Xplan.

  5. Follow the on-screen prompts to complete the connection.

  6. Refresh your browser once completed.

    Visual - Linking Xplan account to your QuicklySign Profile

    Visual - Linking Xplan account to your QuicklySign Profile

Enable and Use Mapping

  1. Confirm mapping is enabled by checking for the three-dot menu next to input fields.

  2. If not visible, contact support to enable mapping.

  3. Fetch the client's profile before attempting to map fields.

  4. Use :: within fields to access Xplan data.

    Visual - Confirming Mapping is enabled

    Visual - Confirming Mapping is enabled

Fetch Client Data

  1. Click Fetch data from Xplan.

  2. Enter the client’s name.

  3. Select the client from the dropdown list.

Map Fields in Documents

  1. Ensure mapping is enabled.

  2. Fetch the client.

  3. Use :: in fields such as:

    • Document Name

    • Signatory Name

    • Email

    • Mobile Number

    • Text fields where you'd like to prefill client information (from their XPlan account)

  4. Select the relevant Xplan field from the options provided.

    Visual - Fetching client data using XPlan

    Visual - Fetching client data using XPlan

Set Up Templates with Xplan Mapping

To avoid manually applying Xplan mapping each time for frequently-used templates:

  1. Navigate to Templates.

  2. Select the required template.

  3. Click Preset Values.

  4. Use the three-dot menu to map Xplan fields.

  5. Fetch a client to activate mapping options.

  6. Apply required mappings.

  7. Save the template.

Step 1: Setting up a template and linking to an Xplan client (for reference)

Step 1: Setting up a template and linking to an Xplan client (for reference)

Step 2: Pre-mapping fields and saving the template

Step 2: Pre-mapping fields and saving the template

Step 3: Using the pre-mapped template and auto-filling client information

Step 3: Using the pre-mapped template and auto-filling client information based on mapping

Refresh Data (If Required)

  1. Click the refresh icon next to the client field.

  2. Confirm the three-dot menu is visible.

  3. Retry fetching the client data.

Expected Outcome

Client data from Xplan is successfully populated into document and template fields. Documents can be prepared and sent without manual data entry, and signers receive accurately pre-filled information.

FAQs

Why are no mapping options appearing?
Mapping is likely not enabled or the client has not been fetched. Ensure both steps are completed before mapping. Contact support via the in-app chat to request access.
​

Do I need to map fields every time I send a document?
No. When using templates, mapping is saved and reused for future documents.


​What happens if client data changes in Xplan?
Updated data will be pulled when the client is fetched again before sending the document.

Contact Support

Should you require any further assistance with this, please contact our Solutions team at [email protected]

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