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Using Truth / Intelligent Office integration

By August 27, 2019 No Comments
prestwood truth cashflow modelling software intelligent office intelliflo api integration partnership sharing user guide handshake

We’re delighted to announce that our new Truth® app is now live in the iO StoreTM!

prestwood truth cashflow modelling software intelligent office integration api iostore installThis integration allows customers to benefit from a comprehensive 2-way API integration.  All relevant planning data that is exposed by the Intelligent OfficeTM API can be imported into Truth® – either updating existing client data or to create a new client.  Data that can currently be imported includes:

  • plans
  • assets
  • personal details
  • contact details
  • employments
  • incomes
  • addresses

Financial planners using Intelligent OfficeTM and Truth® can now be confident that any data entered will be consistent across all applications, no matter where changes are made.  Use cashflow modelling for all clients, produce new cashflows in minutes, and make double-entry a thing of the past!

Not a Truth user already? No problem! We offer a month’s free trial so you can get a feel of what Truth can do for you, your clients, and your business. Click here to sign up for a trial, and we’ll get everything set up for you.

Read the Press Release here.

Installing the integration

  1. Go to the iO Store TM – we’re listed under Financial Planning Tools, or you can simply search for “Truth”.
    prestwood truth cashflow modelling software intelligent office integration api iostore install
  2. Depending on your iO permissions, you’ll have a button at the bottom which will either read “Install App” or “Request App”.  Click this button.
  3. You’ll need to scroll down and accept the iO StoreTM Terms and Conditions, before clicking on “Continue”:
  4. prestwood truth cashflow modelling software intelligent office iostore integration terms conditions
  5. Go back to Intelligent OfficeTM – you may need to refresh the page. Open any client and click on Client Actions. You should see two new options under the “IO Store Apps” heading at the bottom.

prestwood truth software intelligent office iostore add in integration client actions menu options

Using the Integration

Intelligent OfficeTM to Truth®

The two new options under Client Actions are Truth® Current Client, and Truth® More Clients. The first option will take you to our web portal, ready to send the details of the currently-selected client across to Truth®. The second option will still take you to our web portal, but assuming you want to send other/multiple clients’ data across to Truth®.

The web portal will open in a new tab. In order to link your accounts, you’ll be asked for your login details at this stage. First enter your Truth® login details:

prestwood truth software intelligent office integration iostore login truth

Next you’ll need to log in to Intelligent OfficeTM, and select the scopes (i.e. what elements of your Intelligent OfficeTM data) to which you want to allow access.

prestwood truth software intelligent office integration iostore intelligent office truth

Click the “Login to Intelligent Office” button, leave all the options selected, then click “Yes, ALLOW”.

That’s it – you’re all ready to go. You won’t need to re-enter your credentials in future – you’ll be taken straight to the Export screen:

prestwood truth software intelligent office integration iostore intelligent office truth export screen

Choose which clients you would like to export, then click on the “Export Selected Clients” button.  That’s all there is to it – the selected clients have been sent to Truth, and are waiting for you in the Intelligent Office™ import area.

The Import Area:

prestwood truth software intelligent office integration iostore intelligent office truth import area

You’ll notice there are three options here when importing a client:

  • Create New Client
  • Create Client from Template
  • Link to Existing Client

Existing Clients

If the client already exists in Truth®, choose the “Link to Existing Client” option to update the client using your Intelligent OfficeTM data, then simply select your Truth® client from the list.

You’ll be asked to match any existing Truth® items with those coming across from Intelligent OfficeTM. You’ll only ever need to do this once per client, or when you’ve added new items in Intelligent OfficeTM since last importing.

All your planning data and What-If scenarios will be preserved, and the latest valuations and figures imported from Intelligent OfficeTM. We also back up all your Truth data before overwriting, just in case.

New Clients

If the client doesn’t currently exist in Truth®, you can choose either to create a new client from scratch or to base your new client on a Template.


Truth® to Intelligent OfficeTM

When you’ve done your planning, or finished your meeting, you can then choose to export your Truth® data back to Intelligent OfficeTM. This option can also be used to create a new Intelligent OfficeTM client.

Go to the Exports area in Truth® and click on the Intelliflo logo. Click the get started! button to get started!

Choose which client/clients you want to export back to Intelligent OfficeTM. You can filter the list to show only clients previously imported from Intelligent OfficeTM, or only clients who have previously been sent to Intelligent OfficeTM. You can also search by forename or surname using the Text Search box.

If you’re exporting products or policies which don’t already exist in Intelligent OfficeTM, we may need to supplement your Truth® data with some additional information that’s required by Intelligent OfficeTM.

Matching plans

prestwood truth software intelligent office iostore add in integration missing data export back truth

You can select a provider from the Intelligent OfficeTM provider list

To make your life easier, we’ll filter the Plan Type based on the item you’ve entered in Truth® (for example, there are a finite number of Plan Types which a Bank Account can be mapped to). If you’re exporting multiple items of the same type (e.g. multiple bank accounts), we’ll also learn from your selection here.

Specify the Lifecycle stage for the plan, then click on the green tick button to continue.

stuck?

If you don’t want to include a plan in the export right now, click on the drop-down arrow in the bottom-left corner labelled stuck?.
prestwood truth software intelligent office iostore add in integration missing data export back truth stuck

We’ll give you the option to omit the current plan; omit all remaining plans, or to cancel the export process.

Matching assets

Similarly, we may need to supplement the data we hold on your client’s assets. Choose from the Intelligent OfficeTM asset classes.
prestwood truth software intelligent office iostore add in integration missing data export back truth stuck assets

stuck?

If you don’t want to include an asset in the export right now, click on the drop-down arrow in the bottom-left corner labelled stuck?.

We’ll give you the option to omit the current asset; omit all remaining assets, or to cancel the export process.

 

all done!

Congratulations! You’re all done – your client has been successfully exported back to Intelligent OfficeTM.
prestwood truth software intelligent office iostore add in integration missing data export complete successful

If you require any assistance with the integration, please contact our support team.

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