The following fields can be populated from your existing Plannr client information when using the ATEB / Plannr integration
| ATEB Field | Advice Area | Plannr Field |
| Getting Started | ||
| Client > Basic Details >Title | Basic Client Details | title |
| Client > Basic Details >Last Name | Basic Client Details | last_name |
| Client > Basic Details > First Name | Basic Client Details | first_name |
| Client > Address Details > Address Line 1 | Basic Client Details | firm\address_1 |
| Client > Address Details > Address Line 2 | Basic Client Details | firm\address_2 |
| Client > Address Details > Address Line 3 | Basic Client Details | firm\town_city |
| Client > Address Details > Address Line 4 | Basic Client Details | firm\county |
| Client > Address Details > PostCode | Basic Client Details | firm\postcode |
| Investment | ||
| Plan > Plan Owner | Plans | data\client\name |
| Plan > Product drop down | Plans | data\sub_type |
| Plan > Existing Plan Details > Plan Number | Plans | policy_number |
| Plan > Provider / Platform | Plans | provider\name |
| Existing Plan Details > Current Regular Investment Amount (£) | Plans | data\amount |
| Existing Plan Details > Current Regular Investment Amount (£) > Frequency | Plans | data\frequency |
| Existing Plan Details > Date of Inception | Plans | data\opened_at |
| Fund/Portfolio Name | Plans | fund_name |
| Retirement | ||
| Plan > Plan Owner | Plans | data\client\name |
| Plan > Product drop down | Plans | data\sub_type |
| Plan > Existing Plan Details > Plan Number | Plans | policy_number |
| Plan > Provider / Platform | Plans | provider\name |
| Existing Plan Details > Current Regular Investment Amount (£) | Plans | data\amount |
| Existing Plan Details > Current Regular Investment Amount (£) > Frequency | Plans | data\frequency |
| Existing Plan Details > Date of Inception | Plans | data\opened_at |
| Fund/Portfolio Name | Plans | fund_name |
| Protection | ||
| Plan > Plan Owner | Plans | data\client\name |
| Plan > Product drop down | Plans | data\sub_type |
| Plan > Existing Plan Details > Plan Number | Plans | policy_number |
| Plan > Provider Name | Plans | provider\name |
| Mortgage | ||
| Plan > Mortgage Parties | Plans | data\client\name |
| Plan > Product drop down | Plans | data\sub_type |
| Plan > Lender Name | Plans | provider\name |
| Plan > Initial Interest Rate (%) | Plans | interest_rate |
| Plan > Interest Rate Type | Plans | interest_type |
| Plan > Mortgage Details Repayment Method drop down | Plans | repayment_type |
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