The intellflo (OAUTH) integration is now available to allow you to export data back to intelliflo.
Here is the article guiding you on how to activate the integration.
NOTE: (one cannot export directly from Voyant to intelliflo, the clients need to be connected first)
If all the data is in Voyant that you want to export into intellflo, you need to have an existing record in io to connect the clients via an import first. It can be a simple record with just the name of the client and date of birth.
To start the export journey:
From the open client record page, once you have the integration activated by downloading the app from the io store, select IMPORT CLIENT.
Select the Intelligent Office (BETA) Integration. If you are seeing Intelligent Office (OLD), please contact support for guidance on how to remove this integration from clients previously imported via the old integration. (support@planwithvoyant.com)
You will then need to type in the client's last name, no need to complete all the required information.
Click search.
The integration will then retrieve the data from intelliflo. Ensure you select the client you would like to appear as the primary client in Voyant first.
You will then see the option to 'merge' the record. One would only choose overwrite if the data in intelliflo is more up to date and you would the record to be overwritten in Voyant by the data in intelliflo.
Keep clicking NEXT to finish importing existing data from io.
Once imported the record is now connected in Voyant. The import icons will appear against data or persons brought across from intelliflo.
Now that the clients are connected, the unconnected data in Voyant can now be exported to intelliflo.
To continue and complete the export journey:
In the client record, click the + button bottom right and select EXPORT.
Once you click export, all items to be exported will be highlighted in green.
NOTE: Always select SKIP on the linked drawdown accounts, these are automatically created in Voyant and do not need to be exported to intelliflo, unless you have pensions that are in existing drawdown.
Any previously imported data will show and the integration will automatically default to skip these items. IF you have updated previously imported items, select Update.
Then follow the widget, the integration then links to intellflo and you need to complete details around selecting the TYPE and SUB TYPE for each item exported.
A summary of all items to be exported will show, click DONE and view the details in intelliflo.
PLANS: (provider Name not exported currently)
NOTE: You will need to update the provider name for each item imported. You do this via PLAN ACTIONS in intelliflo.
Fact Find>EMPLOYMENT:
Fact Find>ASSETS & LIABILITIES>Assets:
Fact Find>BUDGET>Income:
Fact Find>BUDGET>Expenditure:
NOTE: Expenses entered as goals pull through into io (note: we are adding other sub type's like Holidays)
Fact Find>MORTGAGE>Existing provision:
Fact Find>Retirement>Personal Pension: (note: Money Purchase contracted to be added as sub type, for now pensions are pushed to personal pension)
Fact Find>Investment>Existing Cash
Fact Find>Investment>Existing Investments
Once the clients are connected you can update values in Voyant and export updated plans and valuations back to io
An example: Updated values of investment in Voyant and click export
Select items to update and click Done
This is a simple guide and we continue to improve the integration so please do feedback any field's you experience are not exporting to intelliflo to support@planwithvoyant.com