For Financial Advisers Only
Streamline your client data imports
We've built the Universal Spreadsheet Importer to remove the friction from moving client data into Timeline. Available through Pennee, Timeline's AI assistant, it lets you upload almost any spreadsheet and import client data without relying on a fixed template.
Instead of asking you to rearrange your spreadsheet, Pennee analyses the file, identifies each column and suggests where the data belongs within Timeline. Before anything is imported, you can review every mapping and make any changes you'd like.
Why it matters
For many advice firms, moving client data between systems is one of the most time-consuming parts of onboarding. Every provider exports data differently. Every CRM has its own format. Legacy spreadsheets often contain years of bespoke columns and naming conventions.
The Universal Spreadsheet Importer removes that friction by handling the matching automatically, saving your team hours of manual rekeying and template setup.
Designed for adviser workflows
The feature is particularly useful when:
- onboarding an existing client bank to Timeline
- importing provider or platform exports
- moving data from another CRM or back-office system
- working with legacy spreadsheets that don't follow a standard format
Whether you're importing basic client details or client accounts with holdings, the process is designed to reduce manual administration while keeping you in control.
Smarter every time you use it
If you regularly import spreadsheets from the same source, Pennee can remember the mapping you've already approved. For example, if you import an AJ Bell export every month, you can save that mapping and reuse it for future imports, avoiding the need to map columns each time.
Helping prevent duplicate records
When importing large amounts of data, duplicate records can easily creep in. The Universal Spreadsheet Importer identifies potential duplicate clients where a definitive match can't be made and asks you to review them before the import completes, helping maintain clean, accurate client records.
How it works
- Upload your spreadsheet through Pennee.
- Choose whether you're importing client details or client accounts with holdings.
- Pennee automatically matches your spreadsheet columns to Timeline fields.
- Review and amend the suggested mappings if required.
- Confirm any potential duplicate matches.
- Save the mapping for future imports if you wish.
- Complete the import and review any rows that couldn't be processed.
Available now
The Universal Spreadsheet Importer is available through Pennee and is designed to make onboarding and ongoing data imports faster, regardless of where your spreadsheet originated.
As always, we'd love to hear your feedback as you start using it.
If you have any questions, please get in touch with your Adviser Success Manager or contact support@timeline.co.
Important: This blog is prepared exclusively for use by financial advisers; retail distribution is at the adviser's sole risk and discretion. It does not constitute advice, an offer or a solicitation to invest.
Compiled from sources believed to be reliable. Any views, opinions or estimates expressed, including any forecasts or forward-looking statements, constitute the author’s judgment at the time of writing, are not guaranteed and are subject to change without notice. None of Timeline, its directors, officers or employees accepts liability for any loss arising from the use hereof or reliance hereon or for any act or omission by any such person, or makes any representations as to its accuracy and completeness.
