CRM Integrations
Push extracted plan information directly to your CRM with one click.
Supported CRMs
| CRM | Setup | Detailed Guide |
|---|---|---|
| Intelliflo | Install 4admin app from Intelliflo Store | Intelliflo Guide |
| Plannr | Minimal setup | Plannr Guide |
| Xplan (Iress) | Requires site URL and admin approval | Xplan Guide |
| Curo (T4A) | Requires site URL and admin approval (selected accounts) | Curo Guide |
Setting Up Intelliflo
- Have an Intelliflo admin install the 4admin app from the store
- In 4admin Settings, select Intelliflo
- Click Save
- Enter your document category and subcategory
- Click Save
Full guide: Using Intelliflo Integration →
Setting Up Plannr
- In 4admin Settings, select Plannr
- Click Save
Full guide: Using Plannr Integration →
Setting Up Xplan (Iress)
- Have an Xplan admin enable the 4admin integration
- In 4admin Settings, select Xplan
- Click Save
- Enter your site URL:
- Correct:
your-company.xplan.iress.co.uk - Wrong:
https://your-company.xplan.iress.co.uk
- Correct:
- Confirm admin approval checkbox
- Click Save
Full guide: Using Xplan Integration →
Setting Up Curo (T4A)
- Have a Curo admin enable the 4admin integration
- In 4admin Settings, select Curo
- Click Save
- Enter your site URL:
- Correct:
https://your-company.t4a.com - Wrong:
your-company.t4a.com
- Correct:
- Confirm admin approval checkbox
- Click Save
Full guide: Using Curo Integration →
Using the CRM Button
- Open a policy in Clients & Cases
- Review the extracted information
- Click the Push to [CRM] button
- A new tab opens for CRM authentication
- Search for and select the client
- Choose to create a new plan or update an existing one
- Review what will be pushed (toggle items on/off)
- Name your documents
- Click Push data
What Gets Pushed (Summary)
Each CRM receives different data. See the detailed guides for specifics:
| Data Type | Intelliflo | Plannr | Xplan | Curo |
|---|---|---|---|---|
| Plan number | ✓ | ✓ | ✓ | ✓ |
| Start date | ✓ | ✓ | ✓ | ✓ |
| Plan value | ✓ | ✓ | ✓ | ✓ |
| Valuation date | ✓ | ✓ | ✓ | ✓ |
| Transfer value | ✓ | ✓ | — | ✓ |
| Fund holdings | ✓ (ISIN/SEDOL required) | — | — | ✓ |
| Contributions | ✓ (grouped) | ✓ (individual) | ✓ (CSV) | ✓ (individual) |
| Documents | ✓ | ✓ | ✓ | ✓ (SharePoint) |
| Waiver of premium | — | ✓ | — | ✓ |
| Crystallised status | — | ✓ | — | — |
| GAR | — | — | — | ✓ |
| Life-styling | — | — | — | ✓ |
Troubleshooting
- "Integration not configured": Complete setup in Settings
- Authentication errors: Clear cache and re-authenticate
- "Admin approval required": Contact your CRM administrator
- Popup blocked: Allow popups for 4admin.app in your browser