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.



Step 4: Select Business and click on Allow Access.



BGL 360

Step 3: Enter your credentials and click on Login.



Step 4: Click on Allow Access.


Supermate

Step 3: Enter your credentials and click on Login.



Step 4: Select Business click on Allow Access.



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



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.



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

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