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Push or Import Data to XPM

Push Client Data to XPM using Seamlss

Find a client you want to import into XPM.

Using the Search function at the top of the page you can quickly go to a client’s details page.

Click on the green Push to XPM button.

Review the data displayed.

Click the blue Sync 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.