Importing & Re-importing Lead Schedule

Importing & Re-importing Lead Schedule

Introduction

Once you have successfully created a job, the next step is to import the lead schedule. You can Import Lead schedule directly from the Created Jobs page or you can also go to Clients > Manage Jobs > Process Job > Import Lead Schedule.



How to Import Lead Schedule

Step 1: Click on Import Lead Schedule.



Step 2: Now the data import process will be started and will be displayed on your screen. Once essential information has been imported, Job Dashboard button will be enabled and you will be able to click on Job Dashboard.



Step 4: You will be able to view the successfully imported information on the dashboard and the rest of the information that is yet to be imported will be displayed in the skeleton mode on your screen. The Import progress will be displayed by a loading icon on the top, alongside the Fund Name.


 
Once the Import of Lead Schedule is completed, the information will be displayed on your screen automatically.

How to Reimport Lead Schedule

This process is useful if there's been any changes made in the accounting software and you want them to reflect in SMSF Sorted as well. You can Reimport the Lead Schedule from DMS and Job Dashboard. The process for both the modules remains the same. To Re-Import Lead Schedule, follow the steps given below:
Step 1: Click on the Reimport Lead Schedule icon. 
Step 2: You can either Overwrite Existing Data or Delete Existing Data while Re-importing Lead Schedule. Select the most suitable option to process forward and hit Re-import.
Notes
Note: You can also click on Include Sorted Lite Documents by clicking on the respective checkbox and this action will tag the documents automatically to the same line items where they have been tagged in SMSF Sorted Lite(Class).



Step 3: Confirm and click OK on the appearing pop-up.



Step 4: The reimport process will begin.



Notes
Note: If Re-authorising the client is required, follow the steps given in this KB article.


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