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Which fields are exported into Intelligent Office (IO)
Which fields are exported into Intelligent Office (IO)

Check the data that is exported to Intelligent Office from your account.

Gavin Stanley avatar
Written by Gavin Stanley
Updated over a week ago

To check how you can integrate with Intelligent Office, click here.

NOTE: Since the iO API is in continuous development, we’ll be updating this list as soon as we can.

Client basic details

  • Name (First and Last)

  • UK resident

  • Nationality Country

  • Date of Birth

  • Marital Status (Married, Single, Widowed, Civil Partnership)

  • Gender

  • National Insurance Number

  • Phone Number

  • Email

  • In good health

  • Smoker

  • Has Will

  • Power of Attorney


  • Relationship

  • Name (First and Last)

  • Date of Birth


  • City

  • Country

  • Address

  • Postal Code


  • Employer name

  • Intended retirement age (From the About section)

  • Job title

  • Employment status

  • Annual Salary (as an income in IO)

  • Monthly Salary (as an income in IO


  • Income name

  • Periodicity

  • Gross Income


  • Description (default: "Main Residence")

  • Original value

  • Current value

  • Valuation date


  • Asset type

  • Asset description

  • Current value

  • Valuation date


  • Every document in the documents section can also be sent to Intelligent Office

IMPORTANT: Do not forget to double-check that all the information you exported to Intelligent Office is in the correct place. 

Feel free to get in touch if you have further questions! 😃

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