Datafeed Setup | Adding AUSIEX Adviser Mapping
Email AUSIEX to request the initiation of the Datafeed.
Send the below email to either:
advisercashteam@cba.com.au (for Cash)/ advisertrading@cba.com.au (for Equities)
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To: [Email as per the above]
Subject: Datafeed Request
To whom it may concern
We would like to set up a datafeed to XPlan for the below:
Adviser: [Name]
Adviser Code: [Adviser Code]
Licensee: [Licensee Name]
Please confirm when this has been initiated.
Kind regards,
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When the Datafeed is set up, you'll receive a reply from AUSIEX confirming this. The reply email will contain a 4 to 6 digit code for the Datafeed - make a note of this code.
Updating on Xplan
To use the initial balance feature, Navigate to the 
button > Integration > System Datafeeds
From System Datafeeds page, click Mappings > Advisers
The 'User' that the Adviser Mapping is added against will be the 'Vendor Adviser, it is best practice that the user selected is the 'Client Adviser' in Xplan.
When the correct user is selected, click Add Mapping.
Select Commsec Adviser Services as the Provider,
ART require the following details to establish datafeeds;
Adviser Name (Adviser Name as registered with Provider, if it is different to the Xplan user name)
Adviser ID (4 to 6 digit code).
Enter a comment with your name, date added, adviser details, this will be useful for troubleshooting at a later date.
Click
The AUSSIEX datafeed will appear as a line item under the user it was added against, the new/updated adviser mapping can take 24-48 hours to register with IressNet
Published by Garrett White