Intelliflo Integration Guide
This guide explains what happens when you push policy data to Intelliflo from 4admin.
What Gets Pushed
When you click Push to Intelliflo, the following data is sent to the client's Intelliflo record:
Plan Data
| 4admin Field | Intelliflo Field | Notes |
|---|---|---|
| Plan Number | Policy Number | Appears in the plan summary |
| Start Date | Starts On | Plan start date |
| Plan Value | Latest Valuation (Amount) | Pushed with the valuation date |
| Valuation Date | Valued On | Date of the valuation |
| Transfer Value | Surrender/Transfer Value | Only if present in the document |
Fund Holdings
If ISIN or SEDOL codes are available for funds, 4admin pushes:
| Data | Intelliflo Location | Notes |
|---|---|---|
| Fund name | Holdings tab | Matched by ISIN/SEDOL in Intelliflo's fund database |
| Number of units | Unit holding | As at the valuation date |
| Unit price | Current price | Fetched from Intelliflo's pricing data |
Only funds with valid ISIN or SEDOL codes can be pushed. If a fund lacks these codes, you can add them manually in 4admin before pushing.
Contributions
Contribution history is pushed and automatically grouped:
| Contribution Type | Intelliflo Category | Frequency |
|---|---|---|
| Employee | Regular (Self) | Auto-detected: Weekly, Monthly, Quarterly, etc. |
| Employer | Regular (Employer) | Auto-detected based on payment intervals |
| Lump Sum | Lump Sum (Other) | Single |
| Transfer In | Transfer (Other) | Single |
| Rebate | Rebate (Other) | Single |
4admin analyses the dates of contributions and automatically determines the frequency (weekly, monthly, quarterly, half-yearly, annually).
Documents
Two or three documents are uploaded to the client's plan:
- Input Document — The original policy document(s) you uploaded
- Checklist Document — The Word document showing all extracted values with page references
- Call Summary — If phone calls were made to chase information, a summary document is included
Documents are stored in the plan's Documents section with:
- Optionally, your configured document category (set in Settings)
- Optionally, your configured document subcategory (set in Settings)
The Push Process
Step 1: Sign In to Intelliflo
When you click the Push to Intelliflo button, a new tab opens asking you to sign in to Intelliflo. This authenticates 4admin to act on your behalf.
Step 2: Search for the Client
Type the client's name in the search box and press Enter. Select the correct client from the results.
Step 3: Select or Create a Plan
You have two options:
Create New Plan
- Select "Create new..." from the dropdown
- Choose the Adviser responsible for the plan
- Choose the Provider (4admin suggests based on the document)
- Choose the Plan Type (4admin suggests based on the document)
- Select a Lifecycle
- Optionally link to a Service Case
Update Existing Plan
- Select an existing plan from the dropdown
- 4admin will update the selected plan with new data
- A warning shows if the plan already has different values (e.g., different valuation)
Step 4: Choose What to Push
Each data item has a toggle switch. Turn off anything you don't want to push:
- Start Date — Toggle off to skip
- Plan Number — Toggle off to skip
- Valuation — Toggle off to skip the value and date
- Funds — Toggle off to skip fund holdings (hover to see which funds will be pushed)
- Contributions — Toggle off to skip contribution history
Step 5: Name Your Documents
Enter names for:
- Uploaded policy document(s) — The title for the input PDF
- Generated checklist document — The title for the Word checklist
- Include page numbers — Toggle to include/exclude page citations in the checklist
Step 6: Select Agency Status
Choose the appropriate status:
- Not Under Agency — Default for most cases
- Under Agency - Servicing Agent — You are the servicing agent
- Under Agency - Information Only — Information-only basis
Step 7: Push the Data
Click Push data. Once complete, you'll see "You're all done!" and can close the tab.
What Appears in Intelliflo After Pushing
Plan Summary Tab
- Plan number
- Start date
- Latest valuation with date
- Transfer/surrender value (if applicable)
- Agency status
Holdings Tab
- Each fund with units and current pricing
- Unit prices are automatically fetched from Intelliflo's fund database
Contributions Tab
- Contribution records grouped by type
- Frequency automatically set based on payment intervals
- Start and end dates for regular contributions
Documents Tab
- Input document (PDF)
- Checklist (Word)
- Call summary (Word) — if applicable
Tips for Best Results
-
Ensure ISIN/SEDOL codes are present — Check the fund details in 4admin before pushing. Add codes manually if missing.
-
Review existing plans first — If updating an existing plan, check what's already in Intelliflo to avoid duplicating contributions.
-
Check your document categories — Set these in 4admin Settings before your first push.
-
Use descriptive document names — The default names include provider and plan number, but you can customise them.
Troubleshooting
"Popup blocked" message
Allow popups for 4admin.app in your browser settings.
Funds not appearing
Check that the funds have valid ISIN or SEDOL codes. Funds without these identifiers cannot be matched in Intelliflo's database.
Contributions not appearing
Ensure contribution data was extracted from the document. Check the Contribution History section in 4admin before pushing.
Wrong client appeared
Search again using more specific name details (first name and last name).