Below is an example spreadsheet outlining all the fields and what they’re used for.
Client Import Field Guide.xlsx
Here’s an embedded version of the above Excel file
| Field | Displayed as | Explanation | Example | Type | Notes |
|---|---|---|---|---|---|
| uuid | N/A | The clients unique identifier in Plannr | 4308c6fe-513d-4334-a7ec-9cc0e082d5e4 | String (Text) | If you are importing new clients for the first time you must leave this field blank. If you are updating clients that already exist in the system then the system needs this field to identify the client you are updating. |
| status_uuid | N/A | The unique identifier of the client’s status | 4308c6fe-513d-4334-a7ec-9cc0e082d5e4 | String (Text) | |
| status_name | Current status | The status of the client | New | Selection | Status are created in Settings. A list of statuses must have been created if you wish to import statuses otherwise clients can be imported without their statuses. |
| created_at | N/A | ignore | |||
| updated_at | N/A | ignore | |||
| type | Client Type | The type of client | individual | Selection (see below) | Only visible on the front end when creating a new client, client type cannot be changed after client has been created |
| name | N/A | ignore | Ignore | Ignore | This field is automatically generated by the report, the fields used to import names are "first_name","last_name" and "entity_name" |
| Email Address | The clients email address | [email protected] | String (Text) | ||
| assigned_advisor | Assigned Advisor | The clients assigned adviser | Dominic Calvert | Selection | This has to be one of the employees created in the system. |
| assigned_adviser_uuid | N/A | The unique identifier of the clients assigned adviser | 4308c6fe-513d-4334-a7ec-9cc0e082d5e4 | String (Text) | This has to be belong to one of the employees created in the system. |
| administrator | Assigned Administrator | The clients assigned administrator | Dominic Calvert | Selection | This has to be one of the employees created in the system. |
| administrator_uuid | N/A | The unique identifier of the clients assigned administrator | 4308c6fe-513d-4334-a7ec-9cc0e082d5e4 | String (Text) | This has to be belong to one of the employees created in the system. |
| title | Title | The clients title | Mr | Selection (see below) | Only to be used when importing individuals |
| first_name | First name | The clients first name | Dominic | String (Text) | Only to be used when importing individuals |
| last_name | Last name | The clients last name | Calvert | String (Text) | Only to be used when importing individuals |
| maiden_name | Maiden Name (if applicable) | The clients maiden name | Thompson | String (Text) | Only to be used when importing individuals |
| ni_number | National Insurance Number | The clients national insurance number | DF256351 | String (Text) | This field is specifically formatted to only accept national insurance numbers in the standard format of two letters followed by six numbers |
| gender | Select Gender | The clients gender | male | Selection (see below) | |
| date_of_birth | Date of Birth | The clients date of birth | 25/06/1992 | Date/Time | |
| nickname | Known as (nickname) | The clients preferred name | Dom | String (Text) | |
| target_retirement_age | Desired retirement age | The age the client would ideally like to retire at | 60 | Number | |
| middle_name | Middle names | The clients middle name | George | String (Text) | Only to be used when importing individuals |
| smoker_status | Smoker status | The clients smoker status | non-smoker | Selection (see below) | |
| cigarettes_daily | How many cigarettes do you smoke a day? | If the client is a smoker how many ciggarettes do they smoke a day | 5 | Number | |
| smoker_since | When did you start smoking | When the client started smoking | 15/12/1995 | Date/Time | |
| residential_status | Residential Status | Any notes on the residential status of the client | Client spends no more than 3 months in any one country for tax reasons | String (Text) | |
| country_of_residence | Country of Residency | The clients usual country of residence | United Kingdom | Selection (see below) | |
| marital_status | Marital status | The clients marital status | Single | Selection (see below) | |
| is_vulnerable | Vulnerable | If the client is vulnerable | no | Selection (see below) | |
| is_uk_resident | UK Resident for Tax? | Whether the client is a UK Resident for tax purposes | Yes | Boolean(Yes/No) | |
| is_uk_domicile | UK Domicile? | Whether the client is a UK Domicile | No | Boolean(Yes/No) | |
| expected_retirement_age | Expected retirement age | The age the client is expected to retire | 60 | Number | |
| state_retirement_age | State retiremnet age | The clients state retirement age | 68 | Number | |
| nationalities | Select Nationality | Any nationalites the client holds | Britsh,French | Selection (see below) | Multiple options can be added for Nationality seperated by commas |
| vulnerability_details | Vulnerability details | Any notes regarding the clients vulnerability | Client recently widowed | String (Text) | |
| procedure_adaptation | Procedure adaptation | Whether the client needs specific accesibility adaptions | Yes | Boolean(Yes/No) | |
| adaption_details_notes | ???????????????????? | Notes on any specific accesibility adaptions the client might need | Client is deaf do not contact by telephone | String (Text) | |
| client_preferences | Client Preferences | Notes on special preferences the client has | Client hates phone calls please only email | String (Text) | |
| current_state_of_health | How would you consider your current health? | The clients current state of health | good | Selection (see below) | |
| state_of_health_explanation | Would you ike to provide any additional information on your current state of health | Notes on the clients current state of health | No major issues appendix removed when child | String (Text) | |
| long_term_care_needed | Do you anticipate needing long term care | Whether the client anticipates needing long term care | Yes | Boolean(Yes/No) | |
| long_term_care_notes | Would you like to provide any additional information on your long term care concerns? | Any additional information the client would like to provide on their long term care needs | Client expecting to need care around age 80 | String (Text) | |
| has_will | Do you have a will in place | Whether the client have a will in place | Yes | Boolean(Yes/No) | |
| will_notes | Would you like to provide any additional information on your will? | Any additional information the client would like to provide on their will arrangements | Will held with Sampson and Sons Attorneys at Law | String (Text) | |
| will_last_reviewed | When was the last time you reviewed your will? | The date at which the clients will was last reviews | 10/11/2020 | Date/Time | |
| has_power_of_attorney | Do you have a Power Of Attorney (POA)? | Whether client has power of attorney in place | Yes | Boolean(Yes/No) | |
| power_of_attorney_notes | Would you like to provide any additional information on your POA? | Any additional information the client would like to provide on their POA | Clients son has POA | String (Text) | |
| first_contact_date | First Contact Date | The date that the client was first contacted | 12/12/1999 | Date/Time | |
| units_of_alcohol_weekly | How many units of alcohol do you consume per week? | How many units of alcohol the clients usually drinks in a week | 3 | Number | |
| height | What is your height (in cm)? | The clients height in CM | 150 | Number | |
| weight | What is your weight (in kg)? | The clients weight in KG | 75 | Number | |
| health_notes | Any additional information on your health that we should be aware of? | Any additional information the client would like to provide on their health | Client has a family history of heat disease | String (Text) | |
| has_iht_planning | Have you already taken any steps towards Inheritance Tax (IHT) planning? | Whether the client has taken any steps towards inheritance tax planning | Yes | Boolean(Yes/No) | |
| iht_planning_notes | Would you like to provide any additional information on your IHT planning? | Any additional information the client would like to provide on their IHT plans | Children already own 66.6% of property portfolio | String (Text) | |
| has_gifted_family | Have you gifted to any family members already? | Whether the client has already gifted any family member | Yes | Boolean(Yes/No) | |
| gift_notes | Would you like to provide any additional information on the gifts you've provided? | Any additional information the client would like to provide on any gifts they have made to their family members | Client has given each of their granchildren a £20,000 lump sum to put towards a house deposit. | String (Text) | |
| is_anticipating_inheritance | Are you anticipating or expecting an inheritance? | Whether the client is anticipating or expecting an inheritance | Yes | Boolean(Yes/No) | |
| anticipating_inheritance_notes | Would you like to provide any additional information on the expected inheritance? | Any additional information the client would like to provide on any inheritance they might be expecting | Client is expecting to inherit the remaining portion of their parents property portfolio with their siblings. | String (Text) | |
| is_will_accurate | Is your will up to date and accurate? | Whether the clients will is up to date and accurate | Yes | Boolean(Yes/No) | |
| will_executors | Who are the Executors? | Who are the executors of the clients will | Sampson & Sons Attorneys at Law | String (Text) | |
| will_location | Where is the Will stored? | The location where the will is stored | Sampson & Sons Attorneys at Law with copies in the safe at main residence. | String (Text) | |
| will_bequests_detail | Details of any Bequests? | Information on any bequests left in the will | £10,000 to be left to Battersea Dogs Home | String (Text) | |
| is_poa_registered_epa_or_lpa | Is the Power of Attorney Registered as a EPA or LPA? | Is the clients power of attorney registered as Lasting Power of Attorney or Enduring Power of Attorney | EPA | Selection | |
| are_poa_appointed_for_health_or_wealth | Are the Attorney's appointed for Health, Wealth or Both? | Are the clients power of attorney appointed for health, wealth or both | wealth | Selection | |
| poa_attorney_appointed_at | When were the Attorney's appointed? | When was the cients power of attorney appointed | 15/12/1999 | Date/Time | |
| are_poa_documents_registered | Are the documents registered? | Are the clients power of attorney documents registerd | Yes | Boolean(Yes/No) | |
| is_in_receipt_of_your_state_pension | Are you in receipt of your State Pension? | Is the client in receipt of their state pension | No | Boolean(Yes/No) | |
| has_obtained_a_forecast | Have you recently obtained a forecast? | Has the client recently received a forecast for their state pension | Yes | Boolean(Yes/No) | |
| date_of_forecast | What is the date of the obtained forecast? | What is the date of the forecast obtained | 15/08/2022 | Date/Time | |
| projected_state_pension | What is your projected State Pension? | What is the clients predicted state pension | 20000 | Number | |
| years_of_national_insurance_contributions | How many years have you made National Insurance Contributions? | How many years of national insurance contributions does the client have? | 23 | Number | |
| pension_notes | Notes? | Any additional information the client would like to provide on their state pension | Client lived abroad for a number of years therefore contirbution years are lower than expected | String (Text) | |
| phone | Telephone Number: | The clients phone number | 7684736268 | Number | |
| is_prospect | Is this a prospect or client? | Whether the client is a prospect or not | Yes | Boolean(Yes/No) | The choice between client or prospect can be made when creating a new client, but you can convert a prospect to a client (and vice versa) through the actions button on the client page |
| prospect_converted_at | Prospect converted date | The date that the prospect was converted at | 26/07/2021 | Date/Time | |
| value | Value | The clients estimated/expected value | 1000000 | Number | |
| entity_name | "Business Name" or "Trust Name" or "Joint Name / Reference" | The full name of the entity being imported | Solutions LTD | String (Text) | Only to be used when importing entities. Joints/Trusts/Businesses |
| next_review_date | Next Review Date | The date of the clients next scheduled review | 13/05/2023 | Date/Time | |
| previous_review_date | Previous Review Date | The date of the clients most recent review | 13/05/2022 | Date/Time | |
| anniversary_review_date | Anniversary Date | The clients anniversary review date | 13/05/2020 | Date/Time | |
| address_1 | Address | The first line of the clients address | 18 Nowhere Street | String (Text) | |
| address_2 | Address | The second line of the clients address | (optional) | String (Text) | |
| address_3 | Address | The third line of the clients address | (optional) | String (Text) | |
| address_4 | Address | The fourth line of the clients address | (optional) | String (Text) | |
| town_city | Address | The town/city of the address | Something Town | String (Text) | |
| county | Address | The county of the address | Oxfordshire | String (Text) | |
| postcode | Address | The postcode of the address | W10 4RA | String (Text) | |
| country | Address | The county of the address | United Kingdom | String (Text) | |
| owners | Significant Contacts | In the instance of a joint/trust/business client this field is used for thevthe UUID's of the clients the make up the entity | 4308c6fe-513d-4334-a7ec-9cc0e082d5e4,4308c6fe-513d-4334-a7ec-9cc0e082d5e4 | String (Text) | Needs to be comma separated. |
| Field | Options |
|---|---|
| type | individual |
| business | |
| joint | |
| trust | |
| title | Mr |
| Mrs | |
| Ms | |
| Miss | |
| Admiral | |
| Air Commodore | |
| Air Vice Marshall | |
| Archdeacon | |
| Baron | |
| Baroness | |
| Bishop | |
| Brigadier | |
| Canon | |
| Captain | |
| Colonel | |
| Commander | |
| Commodore | |
| Corporal | |
| Count | |
| Countess | |
| Dame | |
| Deacon | |
| Deaconess | |
| Dr | |
| Duchess | |
| Father | |
| Flight Lieutenant | |
| Group Captain | |
| Judge | |
| Lady | |
| Lance Corporal | |
| Lieutenant | |
| Lieutenant Colonel | |
| Lieutenant Commander | |
| Lord | |
| Madam | |
| Major | |
| Major General | |
| Master | |
| Monsignor | |
| Mx | |
| Other | |
| Pastor | |
| Prince | |
| Princess | |
| Private | |
| Professor | |
| Rabbi | |
| Rear Admiral | |
| Reverend | |
| Reverend Doctor | |
| Right Honourable | |
| Right Honorable Lord | |
| Right Reverend | |
| Second Lieutenant | |
| Sergeant | |
| Sheriff | |
| Sir | |
| Sister | |
| Squadron Leader | |
| Staff Sergeant | |
| Surgeon Captain | |
| The Earl Of | |
| The Honourable | |
| The Reverend Canon | |
| Trooper | |
| Unspecified | |
| Venerable | |
| Very Reverend | |
| Viscount | |
| Viscountess | |
| Wing Commander |