For more information, refer to the instructions below.
There are several ways to import funds into SuperComply.
Navigate to Menu > Funds > Actions > Import Funds
In this section, you can select to import from NowInfinity, Xero Practice Manager, Class Super, BGL or Excel.
For each import option, you will need to confirm whether you would like the import to "Overwrite existing funds". If selected, this will look at funds with the exact name and overwrite any data that has already been entered for these funds.
1.0 Importing from NowInfinity
Select this option using the above steps to import all funds you have created in NowInfinity and wish to transfer into SuperComply.
If you do not want all Funds that exist in NowInfinity to be transferred into SuperComply you will need to transfer one Fund at a time.
Navigate to Menu > Completed Documents > Search for fund name > Select fund
In the Collaboration page for this fund select SuperComply under the Integrations tab. You will be prompted to complete the client contact details and select the Account Manager for this fund.
2.0 Importing from Xero Practice Manager
If your fund information is sitting in Xero Practice Manager and you would like to import this information, follow the above steps to select this option. All relationships will be imported along with the Fund details.
Note: You will need to ensure your NowInfinity platform is connected to your XPM platform in Portal Settings first. To enable this simply navigate to Menu > Portal Settings > Xero.
Unable to import your funds?
You need to ensure you apply the correct structure, as per your XPM settings, into the XPM setup in your Portal Settings. Navigate to Menu > Portal > Portal Settings > Xero to amend.
3.0 Importing from Class Super
If your fund information is sitting in Class Super and you would like to import this information, follow the above steps to select this option. All relationships will be imported along with the fund details.
Note: You will need to ensure your NowInfinity platform is connected to your Class Super platform in your Portal Settings first. Navigate to Menu > Portal Settings > Integrations to enable this.
4.0 Importing from BGL
It is possible to import funds from BGL Simple Fund and BGL 360 however this process is manual and will require further details and assistance from our team.
Please email firstname.lastname@example.org to inquire about this.
5.0 Importing via Excel spreadsheet
By completing an excel spreadsheet template that we have prepared for you, you can upload basic Fund information to create your Fund profiles. The template requires:
- Name of fund
We recommend completing as much information as possible in order to complete the Fund profile.
Once completed, select the "Upload a File" section as shown above.
Note: It is important you follow the exact format of the examples provided in the spreadsheet, otherwise, the upload will be unsuccessful.
6.0 Manually Adding an Existing Fund
You also have the option to "Add an Existing Fund" yourself.
You can find this option under the Main Menu > Add an Existing Fund.
Complete the fund profile with as much information as possible and click "Save".