Below is the guide for how Voyant pulls data from Iress and imports it into Voyant.
| Iress Object | Iress Field | Voyant Object/Type | Voyant Field | Notes |
| Client | Last Name | Person | Last Name | |
| Client | First Name | Person | First Name | |
| Client | Birthdate | Person | Birthdate | |
| Client | PartnerId and Marital Status | Person | Person Type | Client selected during import -> Primary Spouse/Partner is found using PartnerRefId Marital Status Number Code determines Spouse or Unmarried Partner |
| Dependent | Last Name | Person | Last Name | |
| Dependent | First Name | Person | First Name | |
| Dependent | Birthdate | Person | Birthdate | |
| Dependent | Relation Description | Person | Person Type | Voyant Values are Child, Grandchild, Parent, Other |
| Income | Description | Item | Name | |
| Income | Type | Item | Type | Determines Voyant Income Object type and Type Field |
| Income | OwnerType | Item | Owners | "Client" -> Primary Owns "Joint" -> Primary and Spouse Own None -> Spouse Owns |
| Income | Amount | Item | Amount/Income | |
| Income | Frequency | Item | Payment Frequency | Payment Frequency in Voyant is shown next to the amount on the Salary field. |
| Income | Start Date and End Date | Item | Events | Events represent Start and/or End on timeline. See Timings screen in Voyant. |
| Income | Type | Item | Is Taxable | Certain types are automatically set as non-Taxable |
| Expense | Description | Item | Name | |
| Expense | Type | Item | Type | Determines Voyant Expense Object type and Type Field |
| Expense | Type | Import Suggestion | Suggestion to Include or Skip during import flow. Voyant will suggest you skip expenses that are already included in other Types e.g. if entered in the Protection or Debts section, then an expense is added via those sections and does not need to be duplicated as an 'expense' type. | |
| Expense | OwnerType | Item | Owners | |
| Expense | Amount | Item | Amount | |
| Expense | Payment Frequency | Item | Payment Frequency | |
| Expense | Start Date and End Date | Item | Events | Events represent Start and/or End on timeline |
| Asset | Description and Policy Number | Item | Name | |
| Asset | Type | Item | Type | Determines Voyant Asset/Investment Object type and Type Field e.g. ISA, Money Purchase Pension, Unwrapped investment etc. |
| Asset | Type | Import Suggestion | Suggestion to Add or Skip during import flow. | |
| Asset | Current Value | Item | Balance | |
| Asset | Initial Value | Item | Purchase Value/Cost Basis | |
| Asset | Owners | Item | Owners | |
| Asset | Status | Item | Status is used to determine if an item should be ignored and not included in the import (e.g. Cancelled or Sold assets will not show on import). | |
| Asset | Purchase Date | Property | Is New Purchase | The 'Is this a Future purchase' field in Voyant will be 'Yes' if a future date is select and 'No' if a past date is selected. Go to Timing to specify purchase and sell events once in Voyant. |
| Liability | Product Name and Policy Number | Item | Name | Note if the liability is included in the Debts & Loans section in Voyant, check the repayments are not also double counted as an 'Expense'. Voyant will suggest you skip the Expense and add in the Debt. |
| Liability | Type | Item | Type | Determines Voyant Liability Object type and Type Field Liabilities -> Debts and Loans -> Mortgage, Loan, Revolving/ Credit Card, Other |
| Liability | Owners | Item | Owners | |
| Liability | Outstanding Balance | Item | Balance | |
| Liability | Repayment Amount | Item | Payment Amount | |
| Liability | Repayment Frequency | Item | Payment Frequency | |
| General Insurance | Voyant does not have some General Insurance fields e.g. Car insurance, MPII , so instead, the premiums are pulled through as a 'Multi-year expense'. Where possible the general insurance policy will be set up as a 'Protection' policy in Voyant e.g. ASU pulls through as Term & Endowment. Make sure once in Voyant to only include the Protection premiums within the 'Protection' entry or as one 'Expense' entry, so as not to double count. | |||
| General Insurance | Instalment Premium | Item | Premium/Periodic Amount | |
| General Insurance | Premium Frequency | Item | Premium Payment Frequency | |
| Insurance | Policy Number | Item | Name | Insurance Policy - Policy Name |
| Insurance | Type | Item | Type | Determines Voyant Object type and Type Field Income Protection -> Income Protection Critical Illness - > Critical Illness Term Insurance -> Term & Endowment Whole of Life -> Term & Endowment (choose a suitable term or change if needed to Whole of life type once in Voyant) |
| Insurance | Owners | Item | Owners | |
| Insurance | Life Sum Insured, Critical Illness Sum Insured, Income Protection Benefit, Family Income Benefit | Item | Benefit Amount / Coverage Amount | |
| Insurance | Total Premium | Item | Premium Amount | |
| Insurance | Premium Frequency | Item | Premium Payment Frequency | Coverage Payment Frequency is ANNUAL |