Data Integrations in Timeline: Importing and Exporting Client Data

Summary

Timeline enables data exchange with its ecosystem through both importing and exporting features.
Bulk client import allows advisers to upload multiple clients at once.
Current API integration with Intelliflo supports importing client data.
Integrations with Transact and other investment platforms are coming soon.
Export options include spreadsheet export and push-to-backoffice via API connection.
Push-to-backoffice currently supports Intelliflo only, with potential expansion planned.

Description

Timeline is making it easier than ever to exchange data with its wider ecosystem through streamlined import and export capabilities.

Importing data to Timeline

Timeline provides a Bulk client import feature that enables advisers to import all clients into Timeline in one go.

Soon, users will be able to import data from a wide range of investment platforms, back-office providers, and spreadsheet uploads.
Currently, Timeline offers a custom API integration with Intelliflo, allowing advisers to import client records and their details in one go.

You can find more details here: Import Multiple Clients to Timeline via connections

Available and upcoming integrations

Provider	Status	Client data	Account data
Intelliflo	Available	First, middle, and last name National insurance number Date of birth Gender Country of residence Current address Email Mobile	Not available
Transact	Coming soon	First and last name National insurance number	Balance and holdings
Other investment platforms	Coming soon	First and last name National insurance number	Balance and holdings

Exporting data from Timeline

There are two main ways to export data from Timeline:

Spreadsheet export — export data for multiple clients or accounts in one go.
Push to backoffice via connection — export client or household details individually.

Spreadsheet export

The spreadsheet export feature enables advisers to export all the data we store for a collection of clients or accounts in one go. If you use the Details for Intelliflo clients export, the resulting file can be used to update all Intelliflo client records in bulk.

Currently, the Client details export option is only available for clients imported from Intelliflo, though Timeline is actively developing functionality to support bulk export for all clients.

More details on this option can be found here: How to export client lists from Timeline

Push to backoffice via connection

The Push to backoffice feature ensures that updates made in Timeline are reflected in your back-office system. This is particularly valuable when using Timeline FactFind, helping maintain consistency across systems.

This functionality relies on an API connection with the back-office provider. At present, Timeline supports this feature only for Intelliflo, but expansion to additional providers is under consideration.

You can register interest for further integrations here: support@timeline.co

Using this feature, advisers can:

Create new client records in the back-office
Update existing client information using Timeline data

The following details can be exchanged:

First, middle, and last names
Date of birth
Gender
Nationality
Marital status
National Insurance number
Email
Phone number
Address

Further information is available here: Push to backoffice via connection

Conclusion

Timeline’s growing data integration ecosystem is designed to reduce administrative workload and improve data consistency across financial planning workflows.

With bulk import capabilities, spreadsheet exports, and real-time API synchronisation, advisers can manage client data more efficiently today while benefiting from planned integrations with additional platforms in the near future.