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.
We’ve put together a guide to assist you with our BGL Simple Fund 360 integration.
Fund, trustee and member details are sourced from SF 360 and available to load into any Acis online order.
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.
Documents may be uploaded to fund records in SF360 and downloaded from SF360 into Acis online orders e.g. SMSF Deed Upgrades.
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.
Funds with insufficient data required to create a fund record in SF 360 are unable to be uploaded.
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.
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.
Select the Integration icon within any online order, or navigate to the INTEGRATION section of the Acis Portal to check the connecton status displayed under the SF 360 logo.
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.
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.
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.
Ensure the SF 360 integration is connected and recently synced.
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.