Importing Client from BGL 360 - Auditomation

Importing Client from BGL 360 - Auditomation

Guide for Importing a Client from BGL 360 in Auditomation

From the Audit drop down menu select "Manage Clients" 




Select Import New Client



Choose Import from BGL 360



Enter BGL 360 Credentials

Once redirected to API login page, enter the BGL 360 credentials provided by your accountant:


Enter MFA Code

Once entered you will have the option to remember for 30 days to avoid entering each time, this is a choice and not mandatory.

Choose Firm

If you have access to multiple BGL 360 accounts then you will get the below screen where you have to select the firm from which you have import the funds to your Cloudoffis account.



Click on Authorise



Select the Fund/Funds to Import

  1. Choose the required funds by ticking the appropriate boxes to the left of fund name. Click "Import Selected Clients".  


  1. The information will be imported and you will receive a confirmation status to to show the fund has imported successfully.
  2. From this screen click "View Client List" to return to the Manage Clients tab.


Summary Page

  1. From the Manage Clients tab you will be able to view all of your imported funds.  You will have the option to select, scroll through pages & search.
  2. From the Manage Clients tab you also have the option to view or create audit job.




Video Tutorial



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