I can't reimport fund data from Class

• Related Articles

• How to reimport a client into SMSF Sorted

  Overview After importing a client into SMSF Sorted, you may note that some data is missing, such as Fund ABN, GST Status or a member's Date of Birth. This information comes from the data in Class or BGL, and should be updated in the administration ...

• How do I import clients into SMSF Sorted from another business I have access to in Class?

  Problem Our firm has just taken over another Class practice, but they aren't currently using SMSF Sorted. Can I import the new clients into SMSF Sorted? Resolution Provided your Class login has access to both businesses, you would go through the same ...

• 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 From the Business level dashboard, navigate to Clients > Manage Clients Click Import Clients, then select Import ...

• How to Import & Re-import Clients

  Introduction Here's how you can Import and Reimport clients in Sorted. How to Import Clients Step 1: Click on Clients > Manage Clients > Import Clients. Step 2: Choose from four options to import jobs from Class, BGL 360, SuperMate, or manual upload. ...

• Class reports automatically imported and tagged

  Overview When importing a lead schedule into SMSF Sorted from Class, a number of reports are imported via API. This article outlines which reports are imported. Imported reports from Class Activity Statement Preparation Report *only if the fund is ...