Overview
BGL has developed a two-way integration that synchronises your clients/contacts which you manage in BGL with all clients in Xero Practice Manager (XPM). When a change is made, these details will be updated for all products.
This means that a name or address update to a company, shareholder, or director will automatically trigger a notification in CAS360, and forms can be prepared with the click of a button.
Synchronised
|
|
---|---|
CAS 360 |
Clients: Companies & Trusts Contacts: Directors, Joint Members, Shareholders, Unitholders and Beneficiaries |
Simple Fund 360 |
Clients: SMSFs Contacts: Members, Trustees, Directors |
Simple Invest 360 |
Clients: Companies, Trusts and Individuals Contacts: Trustees, Directors, Shareholders, Unitholders and Beneficiaries |
Companies, SMSFs and Trusts | Type, Name, Physical Address, Postal Address, Business Number, Company Number, Email, Phone, Mobile |
Individuals and all contacts | Type, Title, Name, Gender, Physical Address, Postal Address, Date of Birth, Director ID, Email, Phone, Mobile. |
How does this integration work?
- Your firm will need to complete all pre-requisites.
- Your firm will need to authenticate BGL to access XPM.
- All contacts and clients are downloaded from the selected products.
- BGL will attempt to match together clients/contacts from different systems using matching fields. e.g same ACN.
- Where there is a discrepancy in the data or duplicate records you will need to select a course of action to correct.
- No new clients/contacts will be added to a product without your approval.
- Once the initial synchronisation has been completed, any change made to the client/contact will be updated for all products or be flagged for review.
Prerequisites
Before activating your integration, please complete all of the prerequisites.
1. In Xero Practice Manager, in the top toolbar under Reports, select Report Builder.
2. Under Report Builder, create a new report and select the Report Type as Client & Contact and Report Layout as Table. Click on Create.
.
Select the fields shown below and click on Save
4. Once your report has been saved, Preview the report, which will then allow you to Export it to CSV.
This report can now be used to identify the following issues you may have in Xero Practice Manager which might affect the integration process:
-
Duplicate Clients
-
Supported Business Structures
Duplicate Clients
Address any duplicate clients directly in Xero Practice Manager, prior to activating the synchronisation.
Supported Business Structures (XPM)
Clients with custom business structures (or no structure) will not be synced.
To integrate Xero Practice Manager with Simple Fund 360 and/or CAS 360, please ensure you are using the supported business structures listed below. This is based on the business structure name.
XPM
Business Structures
|
CAS 360
Entities
|
Simple Fund 360
Entities
|
Simple Invest
360 Entities
|
---|---|---|---|
Individual | Individual | ||
Partnership | |||
Company | Company | Company | |
Self Managed Superannuation Fund | SMSF | ||
Trust | Trust | Trust |
To ensure all the contact data are free of duplicate records. Please refer to the following individual product approach to achieve it:
CAS 360 | Simple Fund/Invest 360 | External Platforms |
Review the Contact Type “other entity” to ensure they are updated to the sub-type entity that you wish to Please use Find Matches Screen to check the following:
|
Navigate to Settings > Contacts and click Fix Duplicates
|
Refer to the help article specific to the platform you are integrating with
|
If there are differences between the contacts in Simple Fund 360 and CAS 360, this may result in duplicates. To ensure that you minimise the risk of duplicates, it is best that there are no differences between the applications. Please ensure your firm has taken the necessary steps to ensure consistency between the contact lists in Simple Fund/Invest 360 and CAS 360.