Plannr Integration Guide
This guide explains what happens when you push policy data to Plannr from 4admin.
What Gets Pushed
When you click Push to Plannr, the following data is sent to the client's Plannr record:
Plan Data
| 4admin Field | Plannr Field | Notes |
|---|---|---|
| Plan Number | Policy Number | Appears in plan details |
| Start Date | Opened At | Plan commencement date |
| Plan Value | Current Value | With valuation date |
| Valuation Date | Current Value At | Date of valuation |
| Transfer Value | Transfer Value | With valuation date |
| Waiver of Premium | Waiver | Yes/No field |
| Any Crystallised Funds? | Is Crystallised | Yes/No field |
Fund Holdings
If fund details are available, 4admin pushes individual holdings to the specified sub-account:
| Data | Plannr Location | Notes |
|---|---|---|
| Fund name | Holdings tab | The name of the fund as shown in 4admin |
| Number of units | Units | Supports high-precision decimals |
| Unit price | Price | Calculated by dividing value by units |
| ISIN/SEDOL | Identifiers | When available - purely optional |
4admin automatically calculates the unit price from the total value and units provided in the document to ensure Plannr reflects the correct valuation.
Contributions
Each contribution is pushed as an individual transaction:
| Contribution Type | Plannr Transaction Type | Plannr Sub-Type |
|---|---|---|
| Employee | Payment | Regular Payments |
| Employer | Payment | Regular Employer Payments |
| Lump Sum | Payment | Lump Sum Payments |
| Transfer In | Contribution | Transfer In |
| Rebate | Rebate | Tax Rebates |
Each contribution includes:
- Amount (in pence, as per Plannr's API)
- Date of contribution
Documents
Two documents are uploaded to the plan's document folder:
- Input Document — The original policy document(s) you uploaded
- Checklist Document — The Word document showing all extracted values
The Push Process
Step 1: Sign In to Plannr
When you click Push to Plannr, a new tab opens for Plannr authentication.
Step 2: Select Your Firm
If you have access to multiple firms, select the appropriate one from the dropdown.
Step 3: Search for the Client
Type the client's name and press Enter. Select the correct client from the results.
Step 4: Select or Create a Plan
Create New Plan
- Select "Create new..." from the dropdown
- Choose the Provider (4admin suggests based on the document)
- Choose the Plan Type (Pension or Investment)
- Choose the Sub Type (e.g., Personal Pension, SIPP, etc.)
- Select the Plan Status (Active, Inactive, Proposed)
- Set On Panel? (Yes/No)
Creating a new plan requires a valid Start Date from the document. If no start date was extracted, you cannot create a new plan — you must select an existing one.
Update Existing Plan
- Select an existing plan from the dropdown
- 4admin will update the plan with new data
Step 5: Select Sub-account (for Funds)
If 4admin detects fund holdings in your document:
- A Select Sub-account (for funds) dropdown will appear.
- Choose which sub-account the holdings should be pushed to.
- For new plans, 4admin automatically selects the default "Main Account".
This dropdown is only active when the Funds toggle is switched on and there are multiple sub-accounts for an existing policy. If you toggle the switch to OFF for funds, the sub-account selector will be disabled.
Step 6: Review and Select What Will Be Pushed
A list shows all data that will be pushed:
- ✓ Green tick = Value found and will be pushed
- Valuation — Toggle to push current plan value
- Funds — Toggle to push individual fund holdings (hover to see fund list)
- Contributions — Toggle to push transaction history
Use the toggle switches to include or exclude any of the above.
Special note on Valuation Date: If no valuation date was captured, Plannr will use today's date.
Step 7: Name Your Documents
Toggle and name:
- The title for the document you uploaded — Input PDF name
- The title for the front sheet document — Checklist name
Use the toggle switches to include or exclude either document.
Step 8: Push the Data
Click Push data. You'll see confirmation when complete.
What Appears in Plannr After Pushing
Plan Details
- Policy number
- Provider name
- Plan type and sub-type
- Status
- Opened date (start date)
- Current value with valuation date
- Transfer value with date
- Waiver of premium status
- Crystallised status
Holdings (under Sub-Accounts)
Individual fund records showing:
- Fund name
- Number of units
- High-precision unit price (
unit_price_raw) - Matched ISIN/SEDOL identifiers
Transactions
Individual contribution records showing:
- Date
- Type
- Sub-type
- Amount
Documents
Both uploaded documents appear in the plan's documents folder.
Provider Matching
4admin uses a comprehensive provider database for Plannr. When you select "Create new...", the provider dropdown shows all Plannr-compatible providers, sorted alphabetically.
4admin displays a tooltip with the detected provider name from your document to help you find the right match.
Tips for Best Results
- Ensure Start Date is captured — Required for creating new plans
- Check the plan type — Plannr requires pension OR investment, not more granular types
- Select sub-type carefully — This adds detail to the plan classification
- Review contributions before pushing — Check the contribution summary tooltip
Troubleshooting
"Missing start date (required)"
If creating a new plan and start date is missing, you must either:
- Go back to 4admin and add the start date manually
- Select an existing plan instead
Contributions not appearing
Contribution processing runs in the background and may take a few moments to appear in Plannr.
Rate limiting
If you see delays, Plannr may be rate-limiting requests. The system automatically handles this by pausing between requests.