Xplan Datafeed Request Form Data Not Coming Through

Xplan Datafeed Request Information – “Data Not Coming Through”
INSTRUCTIONS:
1. Complete the below information in the table provided:
2. The request cannot be looked at without the following:
  1. Portfolio Valuation of sample client from the vendors site
  2. Adviser Name **AND** Adviser ID
  3. Client Name **AND** Client ID (from Vendor)
3. Email the Details to xplansupport@iress.com.au
Adviser Name / Client Name

First NameLast Name
Datafeed
Datafeed Name Causing Issue
Client Site URL
Login Details
Username
Password
Xplan Version
User Running the Datafeed
User Name Running Datafeed (Datafeed Administrator)
Summary of Issue
Advisers Affected

First NameLast Name
Affected Adviser ID
Client Affected

First NameLast Name
Affected Client ID
Date Last File/Data was Received
Date Registered

MonthDayYear
Date registered if no prior files have been received
Registration confirmation email

YesNo
Performed refresh?

YesNo
Identify incorrect/missing data?

YesNo
Information about the missing data/ incorrect data
Attached supporting documentation

YesNo
supporting documentation

Browse Files

Cancelof
Should be Empty: