Importing Client from Class - Auditomation
Guide for Importing a Client from Class in Auditomation
Click on Import New Client
Click on Import New Client located at the top right of screen:
Choose Import from Class
Select from the pop up options
Enter Class Credentials
Once redirected to API login page, enter the Class 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 and click on Allow access
If you have access to multiple Class accounts then you will get the
below screen where you have to select the Business from which you have
import the funds to your Cloudoffis account.
Select the Fund/Funds to Import
- Choose the required funds by ticking the appropriate boxes to the left of fund name. Click "Import Selected Clients".
- The information will be imported and you will receive a confirmation status to to show the fund has imported successfully.
- From this screen click "View Client List" to return to the Manage Clients tab.
- You will then be presented with a summary page showing all of the imported funds with options to select, scroll & search.
- The imported funds will then appear on your manage clients page with the option to view or create audit job.
To view tutorial for creating an audit job from Class please click here
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