How to import Trust on Trust Register

There are several ways to import your Trusts into NowInfinity's Trust Register.

Importing Trusts from NowInfinity Trust Documents 

If you have created Trusts in NowInfinity and would like them imported into Trust Register you can do this through Menu > Trusts > Actions > Import Trusts

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. Select "Add to Trust Register":
2021-08-02_14_37_52-4.png__5430_2525_.png


Importing Trusts from Xero Practice Manager (XPM)

You will need to ensure NowInfinity is connected to your XPM platform. Follow the steps in this article to establish connection. 

Once connected, email info@nowinfinity.com.au to initiate the import. Alternatively, if you are still in the onboarding stage, please send the completed trust import spreadsheet to your Onboarding Consultant.

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 option, email info@nowinfinity.com.au to initiate the import.

Importing via excel spreadsheet

After completing the excel spreadsheet template (click here to access) email info@nowinfinity.com.au to initiate the import. The spreadsheet requires:

  1. Name of trust
  2. Trust type (select from the drop down)
  3. ACN or name of the individual trustee

2021-08-02_14_47_09-TemplateTrust__3___-__Protected_View_-_Excel.png

Note: It is important that you follow the exact format of the examples in the spreadsheet, otherwise, the upload will be unsuccessful.

Adding existing Trusts manually

Click here for instructions on adding an existing Trust to the NowInfinity Trust Register.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request