How to Import Funds From BGL 360

How to Import Funds From BGL 360

Introduction

To import a totally new client from BGL 360, follow the given process

How to Import Funds From BGL 360

Step 1:- Once you have logged in to the portal using your credentials, click on Audit from the left-hand side quick menu.

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

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


audit-manage-jobs-import-new-client


Step 5:- You will now see a pop-up menu, select BGL360 from there.

import-from-bgl360


Step 6:- You will be redirected to the BGL360 page and now you have to enter your login credentials and click on Authorise, to authorize access to your client’s details.

enter-credentials-and-sign-in


Step 7:- You will now be redirected to a screen where you will have to click on Authorize to authorize access.

confirm-firm-and-authorise

Step 8:- A list of all your available clients will be listed and visible on your screen. Select the ones you want to import and click on Import Selected Funds.
Notes
Note:- You can also select all the available funds together and perform Bulk Import by clicking on the checkbox at the top.

select-funds-and-import-selected-funds

Step 9:- 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.

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import-status
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Step 10:- You can now click on View Funds and you will be redirected to the Manage Funds page.
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view-funds-list

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.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.


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