Importing Clients

Importing Clients

Introduction

Here's how you can simply import funds from accounting software like BGL 360 & Supermate.

How to Import Funds

Step 1: Login to you SMSF Sorted portal and click on Clients > Manage Clients > Import Clients.

clients-manage-clients

BGL 360

Step 2: Click on Import Clients and select BGL 360.

import-clients-import-from-bgl-360

Step 3: Enter your Credentials and click on Sign in.

add-credentials-and-sign-in

Step 4: Now click on Authorise.

authorise

SuperMate

Step 2: Click on Import Clients and select SuperMate.

import-from-supermate

Step 3: Enter your Credentials and click on Authorise.

authorise

Step 4: A list of available funds in your account will be displayed on your screen. Select the funds that you want to Import. Once done, click on Import Selected Clients.

import-selected-clients

Step 5: The import process will start.

importing-clients

Step 6: The clients will be successfully imported and you'll be able to view the status on your screen. You can now click on Manage Clients and start submitting jobs to the auditor.

import-process-completed

How to Reimport Clients


Step 1: Click on Clients > Manage Clients.


Step 2: Click on the action icon and select Re-import Client.


Step 3: The client re-import process will start.


Step 4: Once re-import is successfully completed, you will receive a confirmation toast message on the bottom of your screen.


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.


    • Related Articles

    • How To Import Funds From SuperMate

      Introduction If there’s no other accounting software that you or your client uses, you can also upload the details manually. Here’s how you can upload your client details Manually. How To Import Funds From SuperMate Step 1:- Login to the platform ...
    • 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:- ...
    • How To Import Funds From Class

      Introduction If you are using Class as your accounting software and you want to import any of the funds that you want to work on from there, you can simply follow the steps given below import your funds from Class in a few clicks. How To Import Funds ...
    • Manage Funds

      Introduction All the funds will be listed here. You can create a job, view, update, and delete the fund from this page. You can also import a new fund from other accounting software that you're using or you can add a new fund manually to the portal. ...
    • Creating Staff in SMSF Sorted Basic

      Introduction To get going with the processing of SMSF fund, it is import to provide access to the required staff of your firm. Here's all you need to know about creating staff in SMSF Sorted Basic portal. Roles and Permissions There are three roles ...