Pulling client data from IO

Last updated: August 27, 2026

Connecting Intelliflo to AdvisoryAI means you don't have to manually re-enter client details that already exist in your back office.

There are two primary features when pulling client data from IO as part of the integration

  • Add a new client brings someone into AdvisoryAI for the first time,

  • Syncing refreshes the details of a client who's already been added.

Adding a New Client from Intelliflo

  1. Go to Clients and select Add new client from Intelliflo

  2. Enter the client's first and last name — this must match their Intelliflo record exactly — or search using their reference number

  3. Click Search, then select the correct IO record if appears

Once added, an Intelliflo icon appears next to the client's name, confirming the link is in place. Clients are added one at a time — to note, this comes from a limit on Intelliflo's side.

Syncing Client Data

Syncing client data means refreshing the details of clients you've already pulled through, bringing across whatever has changed in Intelliflo since they were added.

This isn't done automatically, so syncing client data on AdvisoryAI from IO needs to be done manually

  1. Go to Clients and select Update Data from IO

  2. Your client data should then sync from IO, the more clients and documents you need to sync the longer it would usually take

Document Formats

Documents pulled through from Intelliflo need to be PDF, TXT, CSV, or XLSX.

One thing worth knowing: Intelliflo sometimes stores a file without its extension (showing as filename rather than filename.pdf), and AdvisoryAI can only pull it through correctly when the full extension is present.

Common Troubleshooting Issues

"No results found" despite correct details.

This is almost always a mismatch between the two systems — a slightly different spelling, a missing middle name, or an email address that doesn't quite match what's on the Intelliflo record.

Double-check the details match exactly before trying again.

Sync stalls partway through

For example, stopping at a fixed number of clients and not progressing further. This is usually caused by the Intelliflo connection token expiring mid-sync

Email support@advisoryai.com if your sync isn't completing after a reasonable amount of time

Duplicate client records.

If a client wouldn't pull through and you created them manually instead, you may end up with two records for the same person once the original does come through. This can clog up your client list.