Push to Backoffice via Connection

The Push to backoffice feature relies on an API connection with the backoffice provider. We currently only offer this for Intelliflo, but we are considering an expansion to other providers; please register your interest for other backoffice providers here: [ some way of collecting interest ]

This feature lets you either create new clients or update the information of existing clients in the backoffice system using the data you store in Timeline. We exchange the following details:

• Names (first, middle, and last)
• DoB
• Gender
• Nationality
• Marital status
• National insurance number
• Email
• Phone number
• Address

Sign in to make the connection

The first step is to make the API connection. You can do this by visiting the Integrations tab on the Settings page:

You must have a paid subscription or have clients invested in Timeline Portfolios in order to access this feature.

When you click ‘Intelliflo’, you will be redirected to their login page. After entering your correct credentials, you will be asked what data you want to grant us access to:

All boxes will start checked, but if you uncheck any then we won’t be able to import your clients’ data.

Once signed in, you will find the feature available from the Client details actions menu for all of your clients.

Visit the Client details page

Navigate to the Client details page by using the Client actions menu dropdown:

You can find the feature in the Client details actions menu dropdown:

It doesn’t matter which client you are viewing in the Client details page - all clients in the household will be pushed to Intelliflo when the feature is used.

Timeline clients have a property called ‘Intelliflo linked’, which can be True or False. The button text depends on this status:

• False - “Create in Intelliflo”. This will create a brand new client in Intelliflo, linking it to your Timeline client and switching ‘Intelliflo linked’ to True.
• True - “Push details to Intelliflo”. This will update the details in Intelliflo for the linked client.

‘Intelliflo linked’ will only be True if you have previously imported the client from Intelliflo or used this feature before for that client.

If the client actually does already exist in Intelliflo but the button nevertheless reads ‘Create in Intelliflo’, then you need to start by linking the Intelliflo client to this Timeline client. You can do this by visiting the [Import multiple clients to Timeline via connection] page. Find the client concerned and match it to the correct client in Timeline. You will not risk overwriting your Timeline data in this process because the import process will only fill gaps - without overriding anything.

Adviser selection on client creation

When you log in to Intelliflo, we check whether you are registered as an adviser or a non-adviser in Intelliflo.

• If you are a non-adviser creating a client in Intelliflo, we will present you with a list of advisers in Intelliflo, and you must select one to assign the new client to.
• If you are an adviser creating a client in Intelliflo, then we will always assign the created client to your own Intelliflo adviser.

If you are updating a client that already exists in Intelliflo, then we will update the client without changing the adviser assignment.

Visit the client in Intelliflo

After you’ve pushed to Intelliflo, it should only take a few seconds for the update to finish. You’ll get a notification saying when it’s done, but you might have to refresh to see it.

Clicking the notification will take you to the right client in Intelliflo.