How To Import Funds From SuperMate

How To Import Funds From SuperMate

Introduction

If your clients use SuperMate as their accounting software, you can import their fund details directly into the platform. This integration eliminates the need for manual data entry by securely connecting to your SuperMate account and allowing you to import one or multiple funds in just a few clicks.

How To Import Funds From SuperMate

Step 1:- Login to the platform using your credentials.

Step 2:- Click on Audit from the left-hand side quick menu.

Step 3:- From there, click on Manage Funds.

Step 4:- Now click on Import New Funds from the top right corner of the page.




Step 5:- You will now see a Pop-up menu, select Import from SuperMate from there.

import-from-supermate

Step 6:- You will be redirected to the SuperMate page and now you have to enter your login credentials and click on Authorize.


enter-credentials-and-click-on-authorise

Step 7:- Now select the Site and Year for which you want to import the fund and then click on Submit.

select-site-and-year-and-submit

Step 8:- 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.

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.

Step 9:- Once the process is successfully completed, you’ll receive a confirmation stating Imported successfully. If you have already imported a client and you are performing this action again, you will see a notification of Already exists.

importe-status

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

view-fund-list

Quick Video Guide


That’s it, you’re all done and good to go. The fund will now be available on the Manage Funds page. The 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. You can also check our FAQ section for answers to common questions, contact our Support team if you need any assistance.

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