Select the SF360 logo in the INTEGRATIONS section of the Acis portal, then click CONNECT to initiate the login to your SF360 account via the BGL API login screen. Connection may also be activated from within any online order by selecting the Integration icon and then the SF360 logo and CONNECT.
The SYNC button allows you to manually sync your SF360 data to the Acis portal. This is beneficial when you have recently updated fund and/or contact details in SF360 and wish to access those details immediately in an Acis order.
Syncing depends on the number of fund records in your SF360 account. Once syncing has commenced, you may start your Acis order and the SF360 funds and associated contacts will appear for selection once the syncing of each fund is complete.
The SF360 login screen is a separate popup window and is possibly minimised on your computer task bar. If unsure, place your cursor on the web browser icon in the task bar and right click to see if an active window is open for the SF360 login screen. The login screen is controlled directly by BGL.
The list of names displayed is sourced from active integration connections and Acis records. To determine which name is most suited for loading into your order, position the cursor over the name to display further details.
Please Contact Us with any queries relating to your BGL Simple Fund 360 integration.