This guide will show you how to set up the Abrdn Valuation Integration
Pre-set up guidance
Before you enable the addon, you will need to complete the following steps:
Ensure an FCA number has been added to your Plannr site.
More information on how to do this can be found here
Email Abrdn to set up Bulk Valuations. The following email is all the detail they require:
You should receive a response within 5 working days
Ensure your plans have the appropriate policy numbers from Abrdn
These should look like SPXXXXXXX-XXX / WPXXXXXXX-XXX
Setting up the Addon
Once you have completed all the steps above, go to the Addon store from the Settings tab. From here, select Abrdn
On the next screen, assuming all of the above has been completed, you can click Enable
Plannr will retrieve the first set of valuation data (via the Origo Integration Hub) the next working day, following enabling the addon