Importing a client from Class into SMSF Sorted

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

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



  2. Click Import Clients, then select Import from Class



  3. If you are not already logged into Class, you will be asked to enter your login details, then click Allow access to continue



  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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