Importing a client from BGL SimpleFund360 into SMSF Sorted

How to import a client from BGL SimpleFund360 into SMSF Sorted

Overview

This article will take you through the steps to import a new client into SMSF Sorted from BGL SimpleFund360

Importing clients from BGL SimpleFund360

  1. From the Business level dashboard, navigate to Clients > Manage Clients



  2. Click Import Clients, then select Import from BGL360


  3. If you are not already logged into BGL, you will be asked to enter your login details, then you will be asked to Authorise access



  4. Click Authorise to continue. Once authorised, and list of clients will be displayed.



  5. Select the clients you wish to import, then click Import Selected Clients.



  6. Once the import is complete, you will be given a message to confirm clients imported successfully.



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