Importing clients into SMSF Sorted from another business I have access to in Class

How do I import clients into SMSF Sorted from another business I have access to in Class?

Problem

Our firm has just taken over another Class practice, but they aren't currently using SMSF Sorted. Can I import the new clients into SMSF Sorted?

Resolution

Provided your Class login has access to both businesses, you would go through the same process as importing any new client via Clients > Manage Clients, and click the Import Clients button, selecting Import from Class



Enter your Class login credentials, then click Login



Click Allow access



Select the funds you want to import. The Description field will detail the business name in Class. In this scenario, the user has access to CloudOffis and KCTEST





    • Related Articles

    • How to import a client from Class into SMSF Sorted

      Overview This article will take you through the steps to import a new client into SMSF Sorted from Class Importing clients from Class From the Business level dashboard, navigate to Clients > Manage Clients Click Import Clients, then select Import ...

    • SMSF Sorted Workpapers

      Introduction With the release of SMSF Sorted 2.5, Cloudoffis has introduced workpapers to support the preparation of the Financial Statements. This article will outline how to access this feature, and what workpapers are available. What are the ...

    • SMSF Sorted - Getting Started Checklist

      SMSF Sorted - Getting Started Checklist It's easy to get started with SMSF Sorted! We have put together this handy Checklist and a Tutorial Video Series to help you get Sorted. Step 1 - Follow the link in your Welcome Email to activate your SMSF ...

    • How to verify a business code in SMSF Sorted

      Overview From SMSF Sorted release 2.2 (October 2020) firms need to verify the business codes that are linked to ensure that data can be imported correctly. This verification may involve external firms if an SMSF Sorted site is connected to an ...

    • How to Import & Re-import Clients

      Introduction Here's how you can Import and Reimport clients in Sorted. How to Import Clients Step 1: Click on Clients > Manage Clients > Import Clients. Step 2: Choose from four options to import jobs from Class, BGL 360, SuperMate, or manual upload. ...