FAQs on integrations

Can I still use my partner integrations (including BGL)? 

What integrations are available at NowInfinity and how do they work? 

Can I still use my partner integrations (including BGL)? 

NowInfinity's SMSF documents integrates with Class Super which allows you to pre-fill documents with information stored in Class as well as add newly established SMSFs to Class Super.

We do not have a current integration with BGL or SuperMate.

What integrations are available at NowInfinity and how do they work? 

  1. XPM
    • Daily sync with any mismatches reported in NowInfinity's notification centre (automatic data comparison);
    • Users can add newly established entities from Documentation Suite to XPM;
    • Users can pull data from XPM to pre-fill application forms in NowInfinity; and
    • Address change in XPM will be automatically picked up and flagged in the NowInfinity notification centre for the client to lodge form 484.
  2. Class (including Class Super and Class Trust)
    • NowInfinity's SMSF documents integrate with Class Super and allow you to pre-fill documents with information stored in Class as well as add newly established SMSFs to Class Super.
  3. GreatSoft
    • Work is in progress to bring GreatSoft integration inline with the XPM integration.
  4. Account Kit
    • Ability to pull data from NowInfinity to Account Kit (one-way integration to Account Kit).
  5. FYI
    • Ability to pull documents from NowInfinity to file in FYI (one-way integration to FYI).
  6. Salesforce
    • Ability to push documents from NowInfinity to file in Salesforce (one-way integration to Salesforce).
  7. Cloud storage solutions such as Google Drive, Sharepoint and Box
    • Ability to push documents from NowInfinity to file in Google Drive, Sharepoint and Box (one-way integration to all).

Please refer to the Integrations and Cloud Storage Knowledge Base article for more information.

 

 

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