Connect your back-office system
Connecting your back-office system is the first thing to do in Templi. Once Intelliflo Office, Iress Xplan or Plannr is connected, you can bring your advisers and clients across, fill fact finds from meetings, and write the results back. Calendars, mailboxes and file stores connect the same way, from the same page.
Where to find it
Sidebar: Connectors
All connectors:
https://app.templi.ai/integrations/appsOne connector:
https://app.templi.ai/integrations/apps/<connector>, for examplehttps://app.templi.ai/integrations/apps/intelliflo
Before you start
You need to be an administrator in Templi, and you need an account in the system you are connecting that is allowed to authorise third-party apps.
Back-office connections are shared by everyone in your firm. Calendar, email and file connections are personal: each person connects their own.
Iress Xplan asks for your firm's Xplan site address before it can connect. Intelliflo Office is bought through the Intelliflo App Store and billed by Intelliflo. Plannr needs a login with write access to your firm.
Connect an app
The Connectors page lists every app you can connect, with the ones already connected at the top. Type in Search connectors to find one.
Click Connectors in the sidebar.
Click Connect on the app's row. To read about the app first, click the row to open its page, then click Connect there.
The dialog lists what the app will be able to read and write in Templi. Every read and write is logged against the client record, and you can disconnect at any time. Click Authorise and connect. For Xplan, click Next first and enter your Xplan site address.
Sign in to the other system in the tab that opens and approve the connection.
You are brought back to Templi, and the app's row shows Connected.
What happens after a back-office system connects
Templi sets up a fact find template for that system, named after it, and makes it your firm's default. The template's options, such as titles, income types and asset types, come from your own system's lists, so anything written back matches what your team already uses. Firm owners see an Import your clients step in the sidebar. Follow Import your clients to bring your book across.
When an app needs reconnecting
If the other system stops accepting Templi's connection, for example because a password changed or access was revoked there, Templi tells you in four places:
The app's row on the Connectors page shows Needs reconnecting and a Reconnect button. The app's own page also gives the reason and how long ago it stopped.
Connectors in the sidebar shows how many apps need reconnecting.
An Integration sign-in item appears in Needs you.
When three or more apps need reconnecting, a banner across the top of the page has a Review connections button.
Click Reconnect and sign in again. Imports are paused until you reconnect. Reconnecting does not remove any clients, documents or fact finds already in Templi.
Disconnect an app
On the Connectors page, click ... on the app's row and choose Disconnect, or open the app and click Disconnect. Templi stops reading and writing to that system immediately. What is already in Templi stays.
Ask Templi
Once your back office is connected, you can ask in a chat, for example "Pull Sarah Winters' latest pension valuations from Intelliflo" or "Write Sarah's updated fact find back to Xplan."