Client List - How to import a fund
How to import a fund
You can import funds into the Client List using your SMSF software integrations with Class, BGL or SuperMate. In addition, you can import fund details from previous Smarter SMSF orders, or use a CSV/XML import from another database where you may be holding this information
Once you have connected to your SMSF software, a list of funds will display to allow you to import into the Client List
Import from Class
Import from Simple Fund 360
Import from SuperMate
Import from Smarter SMSF - taken from your fund order history
Import from CSV/XML
You can use the sample template to create the CSV file to upload the funds into the client list
Once you have selected 'import' you will be asked to confirm the import
A message will display upon successfully importing the fund
.