There are several ways to import your Trusts into NowInfinity's Trust Register.
Navigate Menu and select 'Trust' located under the Trust Register section.
When selecting 'Trusts' for the first time you will be prompted to import your Trusts.
If it isn't your first visit to the Trust Register you will be taken to your lists of Trusts. Select the 'Actions' menu and then 'Import Trusts' to access the list of Trust import options.
Please note: For each import option you will need to confirm whether you would like the import to 'Overwrite existing Trusts'. If this check box is selected, the import will overwrite any trust profile data for existing Trusts with the same name as ones being imported.
1.0 Importing Trusts from NowInfinity Trust Documents
If you have created Trusts in NowInfinity and would like them to be imported into Trust Register you can do this via the button as shown above.
If you do not want all existing Trusts in NowInfinity to be added to Trust Register, you can import them individually in the collaboration page for each Trust. To do this go to Menu > Completed
Documents > Search for the Trust name and open to the collaboration page. In here select ‘Add to Trust Register’.
2.0 Importing Trusts from Xero Practice Manager
If your Trust information is sitting in Xero Practice Manager, follow the above steps to select this option. All relationships will be imported along with Trust details.
Please note: You will need to ensure the NowInfinity platform is connected to your XPM platform in your Portal Settings first. Please navigate to Menu > Portal Settings > Xero to enable this.
3.0 Manual Imports
This includes BGL CAS. However as this is a manual import, additional information is required to complete this. In order to complete this section , please contact firstname.lastname@example.org and we'll assist you.
4.0 Importing via excel spreadsheet
After completing the excel spreadsheet template we have prepared for you, you can then upload basic Trust information to create Trust profiles. The template requires:
- Name of trust.
- Trust type (select from the drop down).
- ACN or name of the individual trustee.
Please note, it is important that you follow the exact format of the examples in the spreadsheet, otherwise, the upload will be unsuccessful.
5.0 Adding existing Trusts manually
You also have the option to ‘Add an Existing Trust’. This can be found in the Main Menu under Trust Register.
Once in this section, complete the relevant fields to create a Trust profile.