How to import Funds using an API integration

You can add funds into the SMSF docs manager via the following integrations:

• Simple Fund 360 (BGL)
• Class 
• SuperMate
• Smarter SMSF (from the completed orders screen)
• CSV/XML import 

The following video explains how you can import fund information from your SMSF software to add the SMSF into the docs manager.

Please note that the API import is limited to importing a maximum of 3 SMSF entries at one time.  If you wish to import a larger number of funds into the SMSF docs manager, it is recommended that you use the CSV import function, where you can export the data from your SMSF software.