BGL Simple Fund 360

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What does the integration do?

Integration with BGL Simple Fund 360 ("SF360") enables you to load fund details and/or documents from SF360 directly into an Acis online orders, as well as upload documents to fund records in SF360.

Is the integration available for all Acis products?

SF360 fund, trustee and member details may be loaded into any product that is able to be ordered via the Acis portal.

What data is sourced from the connected XPM account?

Only data relevant to ordering of Acis products is obtained from your SF360 account.

Can we create new fund records in SF360 for new or previously ordered Acis products?

SF360 does not currently support uploading details to the SF360 platform. BGL has indicated that this will be available later in 2018.

Does the integration include the ability to upload and download documents?

Documents may be uploaded to fund records in SF360 and downloaded from SF360 into Acis online orders e.g. SMSF Deed Upgrades.

How do I connect to SF360?

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.

Do I need to disconnect after each session?

While the integration automatically disconnects from SF360 after you log out of the Acis portal, you also have the option to manually disconnect by selecting the Integration icon and then DISCONNECT.

What does the SYNC button do?

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.

How long will syncing take and do I have to wait until it is finished?

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.

I do not see the SF360 login screen?

Pop-up blockers in your web browser may prevent new browser tabs from appearing when connecting Acis integrations which require you to enter login credentials. It is recommended pop-up blockers are disabled.

No data from the SF360 integration is showing?

Ensure the SF360 integration is connected and recently synced.

TFNs are not loading into my Acis order from SF360?

SF360 does not permit access to stored TFNs.

Why are there duplicate names to select from when adding an individual or company to an Acis order?

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.

Warren Meiklejohn - Associate Director, Nexia Brisbane
Matthew Harris - Partner, MSI Taylor
Rob Sendall - Director Business Services, Hall Chadwick QLD
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