How To Import Funds From Class

How To Import Funds From Class

Introduction

If you are using Class as your accounting software and you want to import any of the funds that you want to work on from there, you can simply follow the steps given below import your funds from Class in a few clicks.
Step 1:- Login to the Platform using your credentials and click on Audit from the left-hand side quick menu.

Step 2:- From there, click on Manage Funds.

Step 3:- Now click on Import New Funds from the top right corner of the page.




Step 4:- You will now be able to see a Pop-up menu, select Class from there.



Step 5:- You will be redirected to the Class page and now you have to enter your login credentials.



Step 6:- Now click on Allow Access, to authorize access to your client’s details.
Note:- You can change Business from the drop-down if required.


Step 7:- Now a list of all your available clients will be listed and visible on your screen. Select the ones you want to import from there. and then click on Import Selected Clients.





Note:- You can also select all the available funds together and perform Bulk Import by clicking on the checkbox at the top.
Step 8:- Once the process is successfully completed, you’ll receive a confirmation stating that Imported successfully. If you have already imported a client and you are performing this action again, you will see a notification of Already exists.


Step 9:- You can now click on View Funds and you will be redirected to the Manage Funds page.


That’s it, you’re all done and good to go. The fund will now be available on the Manage Funds page. Following actions can be performed from the Manage Funds page.


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