Below is the guide for how Voyant pulls data from Practifi and imports it into Voyant. If you find a certain category is not importing we most likely do not have the mapping in place to import that category into Voyant. You will likely need to manually enter this item into Voyant and contact support@planwithvoyant.com for additional mapping requests.
| Practifi Type | Practifi Category | Voyant - Class | Voyant - subType |
| Liability | Credit card | Debt | REVOLVING |
| Liability | Line of credit | Line of Credit | Line of Credit |
| Liability | Personal loan | Debt | LOAN |
| Liability | Education loan | Debt | LOAN |
| Liability | Vehicle loan | Debt | LOAN |
| Liability | Mortgage - Own home | Debt | MORTGAGE |
| Liability | Mortgage - Investment | Debt | MORTGAGE |
| Liability | Mortgage - Holiday home | Debt | MORTGAGE |
| Liability | Other | Debt | OTHER |
| Asset | Own home | Property | PRIMARY_RESIDENCE |
| Asset | Holiday home | Property | VACATION_HOME |
| Asset | Managed funds | Investment | MANAGED_FUNDS |
| Asset | Pension | ||
| Asset | Share portfolio | Investment | INVESTMENT |
| Asset | Other | ||
| Asset | Funding Deposit | Investment | INVESTMENT |
| Income | Salary & wages | Employment | EMPLOYED |
| Income | Rent | OtherIncome | INCOME |
| Income | Dividend/Managed Fund Distribution | OtherIncome | DIVIDENDS |
| Income | Bonus | Employment | EMPLOYED |
| Income | Commission | Employment | EMPLOYED |
| Income | Interest | OtherIncome | CAPITAL_GAINS |
| Income | Utilities | OtherIncome | INCOME |
| Income | State Pension | ||
| Income | Pension | ||
| Income | Overseas pension | ||
| Income | Insurance - Life | ||
| Income | Other taxable income | OtherIncome | INCOME |
| Income | Insurance - Other | ||
| Income | Other non-taxable income | OtherIncome | NONE |
| Income | Rates | OtherIncome | |
| Income | Savings | OtherIncome | |
| Expense | Mortgage | BasicExpense | 1 |
| Expense | Rent | BasicExpense | 1 |
| Expense | Credit Cards | BasicExpense | 1 |
| Expense | Personal loans | BasicExpense | 1 |
| Expense | Interest | BasicExpense | 1 |
| Expense | Utilities | BasicExpense | 1 |
| Expense | Groceries | BasicExpense | 1 |
| Expense | Dining Out | BasicExpense | 1 |
| Expense | Insurance - Life | Insurance - Term Life | |
| Expense | Insurance - Other | ||
| Expense | Rates | ||
| Expense | Vehicle expenses | BasicExpense | 1 |
| Expense | Personal care | BasicExpense | 1 |
| Expense | School fees | Education Expense | |
| Expense | Savings | ||
| Expense | Other expenses | BasicExpense | 0 |