How to Reimport Lead Schedule - Sorted

How to Reimport Lead Schedule - Sorted

Introduction

This process is useful if there's been any changes made in the accounting software and you want them to reflect in SMSF Sorted as well. To Re-Import Lead Schedule, follow the steps given below:

How to Reimport Lead Schedule

You can Reimport the Lead Schedule from DMS and Job Dashboard. The process for both the modules remains the same.
Step 1: Click on the Reimport Lead Schedule icon. 
Step 2: You can either Overwrite Existing Data or Delete Existing Data while Re-importing Lead Schedule. Select the most suitable option to process forward and hit Re-import.
Note: You can also click on Include Sorted Lite Documents by clicking on the respective checkbox and this action will tag the documents automatically to the same line items where they have been tagged in SMSF Sorted Lite(Class).



Step 3: Confirm and click OK on the appearing pop-up.



Step 4: The reimport process will begin.



Note: If Re-authorising the client is required, follow the steps given in this KB article.

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