Import your clients

Importing brings your advisers and clients from Intelliflo Office, Iress Xplan or Plannr into Templi in one pass, with each client linked to their adviser and their fact find filled from the back-office record. The steps are the same for all three systems. What comes across differs, and the differences are listed at the end.

Where to find it

• Sidebar: Settings > Imports. Firm owners who have just connected a back office also see an Import your clients step in the sidebar.

• Your imports: https://app.templi.ai/settings/imports

• New import: https://app.templi.ai/imports/create

• One import: https://app.templi.ai/imports/<import>

Before you start

• The back-office system must be connected and not waiting for reconnection.

• A large firm's import can take a while, mostly because each client's fact find is read from the back office. You can close the page and come back; the import carries on.

• Your plan sets how many clients you can import from your CRM. The Clients tab shows how many you have left, and clients already in Templi can always be updated.

Start an import

1. Go to Settings > Imports and click New import. Until your firm has run its first import, the button reads Import clients.

2. Click the system to import from. Only connected systems that support importing are listed. A system that needs reconnecting shows a Reconnect button instead.

3. Templi opens the import page and reads a preview of your advisers and clients. This is a read, nothing changes yet.

The strip across the top of the import page shows where you are: Preview, Review, Import and Result. The Needs you panel at the side lists what is left to decide before you can start.

Choose what to import

Click What to import to pick what to bring across.

• Tick Advisers, Clients or both.

• Import fact finds is on by default and reads each client's full fact find. Turn it off to link advisers and clients quickly without reading every fact find, which is useful for a first pass on a large book.

Review advisers

Open the Advisers tab. Each adviser from your back office needs a decision. Templi suggests a link when an email address or name lines up with someone already on your team, and marks it Suggested.

• Import is the default. It creates the adviser record in Templi without linking it to a team member.

• Link connects the CRM adviser record to an existing team member. Any team member can be chosen.

• Skip leaves the adviser out. Their clients still import, but without an adviser, and Templi cannot write updates back to the back office for those clients until an adviser is linked.

Importing and linking never invite anyone to Templi or add a seat to your subscription.

Advisers marked In Templi were imported before. Linking them again refreshes their details without creating a duplicate.

Review clients

Open the Clients tab. New clients are selected and clients marked In Templi are not, because importing them again rebuilds their fact find from the back office and overwrites what is in Templi.

• Search by name, or show All clients, New clients or In Templi.

• If your back office groups clients, use Filter by segment to work on one group.

• Use Select all to take every client in the import, not only the page you can see. With a segment filter on, the button reads Select only these.

If you add clients who are already in Templi while fact finds are on, Templi asks you to confirm with Add clients before it rebuilds their fact finds.

Start the import

Click Start import once the Needs you panel is clear. The button stays disabled while something blocks the start, such as nothing selected or more new clients than your plan allows. If any advisers were skipped or clients have no adviser, Templi warns you first and asks whether to import anyway. From here the import runs on its own and cannot be undone, though it can be cancelled.

Watch progress, cancel or retry

The Advisers and Clients summaries show how many have been imported, failed, are pending or were skipped. The Activity panel logs each step. Cancel import stops after the current record; anything already imported is kept. If records fail, the Couldn't be imported tab shows each one with the reason, so you can fix it in the back office. Retry prepares the failed records again for you to review and start. The Skipped tab lists what you left out.

Refresh a single client

To pull one client's latest fact find without running a full import, open the client's hub, go to the Fact find tab and click Re-import from followed by your back office's name. It reads the back-office record again and replaces the fact find in Templi. While it runs, the button reads Importing from and cannot be clicked again.

Ask Templi

You can also ask in a chat, for example "Re-import Sarah Winters' fact find from Intelliflo" or "How far has my Xplan import got, and did any clients fail?"

What comes across from each system

All three bring across clients, advisers, personal and contact details, addresses, income and assets, and fill the fact find. The differences that matter when you plan an import:

For firms with plans switched on, all three systems import the plans themselves along with the funds they hold. Each holding keeps the provider's own fund or product code, and where the system supplies them, the ISIN, SEDOL and Citicode are stored as three separate values. A blank identifier means the source did not supply that code, not that the import failed. Sending a plan the other way is covered in Send a plan to your CRM.

Each system's own page has the full list of what is read and what is written back: Intelliflo Office, Iress Xplan, Plannr.