Push or Import Data to XPM.
Make sure your firm’s Seamlss account is connected to XPM. Find a client you want to import into XPM.
Contacts vs Entities #
In Seamlss, a Contact is a person who is connected to one or more Entities. An Entity is the individual or company you onboard, invoice, or provide advice to.
One Contact can be linked to multiple Entities. For example, Clayton Wood (Contact) might hold a power of attorney for Mia Martin (Entity), while also being linked to his own individual Entity and a company Entity he controls.
Push to XPM only works on an Entity, not on a Contact. You sync each Entity to XPM individually from the Entity’s details page.
Find the Entity #
Open the Entity you want to sync using either method below.
- From the Dashboard, select the Entity from your client list.
- Or use the Search function at the top of the page and search for the Entity by name.
Use the Search function at the top of the page to find the Contact
Push to XPM #
- On the Entity’s details page, click the green Push to XPM button
The system will search your XPM account for profiles that match the client’s details on Seamlss.
Select the correct client, or choose This is a new _______ (entity options will vary).
For a new entity, review the data displayed.
Click the blue Sync new client to XPM button to send data to XPM as is.
If successful you will be notified and be able to click on the link to view the client’s data in XPM or Seamlss.
If the sync failed it will not be pushed to XPM. This will happen when the client has not been fully onboarded.
For an existing entity, review the details and decide if you want to push any data to, or pull any data from, XPM.
Click the blue Sync and merge with XPM button.
You can also click the red Unsync button to stop syncing with XPM.
