We've put together a guide to assist you with our BGL SF 360 integration.
BGL Simple Fund 360
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What does the integration do?
Integration with SF 360 enables you to load data directly into an Acis online order, as well as create new fund records in SF 360, and upload or download documents within seconds from the Acis portal.
Is the integration available for all Acis products? What data is sourced from the connected CAS 360 account?
Fund, trustee and member details are sourced from SF 360 and available to load into any Acis online order.
Can we create new fund records in SF360 for new or previously ordered Acis products?
Yes. Simply navigate to the relevant SMSF establishment or deed upgrade in the COMPLETED section, select the Integration icon
and then select the SF 360 logo. It is important to note that creating fund records to SF 360 may incur additional fees within your BGL SF 360 subscription. cloud 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.
Will existing SF 360 contacts be used when creating a fund record in SF 360?
Where possible, the integration avoids creating new or duplicate contact records in SF 360; however, BGL's API does not currently provide the ability to utilise existing contacts for trustees when creating the funds in SF 360.
Why are some Acis orders unable to be uploaded to SF 360?
Funds with insufficient data required to create a fund record in SF 360 are unable to be uploaded.
How do I connect to CAS 360?
Select the SF 360 logo in the INTEGRATIONS section of the Acis portal, then click CONNECT to initiate the login to your SF 360 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 SF 360 logo and CONNECT. cloud Do I have to reconnect to SF 360 each time?
A new connection is required every 7 days to ensure a high level of security, however, you also have the option to disconnect and reconnect at any time.
How do I check my connection with SF 360?
Select the Integration icon
within any online order, or navigate to to the INTEGRATION section of the Acis Portal to check the connecton status displayed under the SF 360 logo. cloud What does the SYNC button do?
The SYNC button allows you to manually sync your SF 360 data to the Acis portal. This is beneficial when you have recently updated fund or contact details in SF 360 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 time depends on the number of fund records in your SF 360 account. As soon as each fund and it's associated contacts have synced, they will be available for selection within your Acis order.
I do not see the SF 360 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 SF 360 integration is showing?
Ensure the SF 360 integration is connected and recently synced.
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.
with any queries relating to Acis integration with BGL Simple Fund 360.
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The turnaround times are brilliant for us, and the range of documents and ability to customise them streamlines invoicing and reduces paperwork for our clients.
Warren Meiklejohn -
Associate Director, Nexia Brisbane
It only took a brief conversation with our client, and the check of a box, to order a trade mark search and then confidently provide advice about the best approach to protecting their brand and business. Straight forward and time efficient. A really valuable addition to the Acis ordering process, and a new revenue stream for MSI Taylor.
Matthew Harris -
Partner, MSI Taylor
For my team, it’s all about efficiency of process. If we need a company or other structure established quickly for a client, we can jump onto the Acis portal and order it for same day delivery.
Rob Sendall -
Director Business Services, Hall Chadwick QLD
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