Importing Clients in SMSF Sorted

Importing Clients in SMSF Sorted

Introduction

This article will take you through the steps to import clients from your accounting software for further processing. This process helps to import client details from your accounting software like Fund Name, ABN and more. 

How to Import Clients

Step 1: Click on Clients > Manage Clients > Import Clients.
Step 2: Select the accounting software from the appearing drop-down.

Class

Step 3: Enter your credentials and click on Login.

login-to-class


Step 4: Select Business and click on Allow Access.

allow-access-in-class


BGL 360

Step 3: Enter your credentials and click on Login.

login-bgl


Step 4: Click on Allow Access.

authorise-in-bgl

Supermate

Step 3: Enter your credentials and click on Login.

login-and-authorise-in-supermate


Step 4: Select Business click on Allow Access.

select-site-and-submit


Step 5: Select the funds that you want to import by clicking on the checkbox alongside the Client Name.

select-clients-and-import-selected-clients


Step 6: Once the Import process is completed, it will be displayed on your screen and the status will be updated to imported. You can click on Manage Clients to head-over to the respective page and complete the further processing.

import-process-completed


You have now successfully imported the client into SMSF Sorted from your accounting software.

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, or contact our Support team if you need any assistance.


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