Overview
Contact integration is now available between Simple Fund 360 and CAS 360.
Before integration, be sure to review the Integration Checklist
All Simple Fund 360 and CAS 360 subscribers have the ability to set up an integration between the contact databases using the BGL Integrations Database. Upon integration, all contacts listed in CAS 360 and Simple Fund 360 are then imported into the BGL integrations database. A matching algorithm is run upon initial integration locating all matches and linking the contacts together.
The BGL integrations database is one shared between both products so contacts will be accessible from each product even if not used by funds/companies in the respective software.
How does this integration work?
BGL has developed a two-way integration that synchronises the contacts in CAS 360 and Simple Fund 360. When a change is made to a contact, these details are updated for both products.
Pre-Sync Duplicate Check
When turning on the integration for BGL Products (CAS360/SF360) BGL will complete a pre-sync duplicate check within the databases to ensure no duplicates are present.
To identify the duplicate entries the Name, Address and Date of Birth fields must be an exact match.
When the user toggles on the Contacts for CAS360 or SF360 (refer to Setup Integration), the Pre-Sync Duplicate Check will automatically start.
If any duplicates are identified, the user will receive the following message with 2 options:
Ignore = The syncing process will continue
Review = The Sync will stop and an XML Report will be downloaded for the user to review showing the duplicate contacts.
Important: Simple Fund 360 and CAS 360 Users
An update to a client's details in Simple Fund 360 will automatically produce the required ASIC forms in CAS 360 where required! Changes to names and addresses will allow you to lodge prepared documents at the click of a button, even at the multi-company level.
To set up the integration now, please see the below "Setup Integration" steps or log a support call with BGL Support for further assistance with this process.
Setup Integration
Before Getting Started
If there are differences between the contacts in Simple Fund 360 and CAS 360, this may result in duplicates. To ensure that you minimise the risk of duplicates, it is best that there are no differences between the applications. Please ensure your firm has taken the necessary steps to ensure consistency between the contact lists in Simple Fund 360 and CAS 360.
1. Click Here to navigate to the BGL Practice Management Integration page. You will be directed to our BGL API Home screen. In the top right hand corner, click on Practice Apps, then select BGL Apps
3. Enable Contacts by switching the toggle to Yes and selecting Save.
4. Select the Gear Icon for Simple Fund 360.
5. Enable Contacts by switching the toggle to Yes and selecting Save.
Integration Process
Once the initial integration is complete:
All supported Contacts that are in Simple Fund 360 that do not exist in CAS 360 and are added as Contacts (and vice versa).
You cannot select the contacts you wish to sync. All contacts will be automatically synced.
Beyond the initial integration, when any changes are made to the contacts or clients in each database:
| Product | Change | Result |
|---|---|---|
| CAS 360 | Update a Contact's details | These changes will be updated for both platforms. Where address and name changes occur for a client, CAS 360 will prepare the required ASIC forms. |
| Simple Fund 360 | Update a Contact's details | These changes will be updated in both platforms. Where address and name changes occur for a client, CAS 360 will prepare the required ASIC forms. |
How do I know that a change has been made automatically?
Simple Fund 360 and CAS 360 will present you with any changes made via the Notifications function.
Supported Contacts for SF 360
Note: Clients will only be integrated between Simple Fund 360 into CAS 360 if they have an address input.
The following Simple Fund 360 Contacts are supported in the integration and will be synchronised into Xero Practice Manager.
|
SF 360 Contact Type
|
Explanation
|
|---|---|
| Individual |
Refer to the next tab for supported contacts. |
| Company | Refer to the next tab for supported contacts. |
Supported Contact (CAS 360)
Note: Clients will only be integrated between Simple Fund 360 into CAS 360 if they have an address input.
The following Contact types are supported and synchronised with Simple Fund 360 upon integration.
| CAS 360 Contact Type | Explanation |
|---|---|
| Individual |
This CAS 360 Contact type will match with the Simple Fund 360 Individual type. |
| Company | This CAS 360 Contact type will match with the Simple Fund 360 Company type. |
Ongoing Sync
Once the initial data sync has been run, the databases have been connected. Any changes made to contacts are instantly synchronised for both CAS 360 and Simple Fund 360.
When are Notifications presented to the user?
Changes made in CAS 360/Simple Fund 360 to client data other than name information will flow through to CAS 360/Simple Fund 360 and automatically update the data. No notification will be shown.
If a change is made to a contact's name, the user will be notified through the Simple Fund 360/CAS 360 Notifications icon.
If a change is made to a contact's address, the user will be notified through the CAS 360 Notifications icon only.
Deleting Contacts
If a contact is deleted in Simple Fund 360, it will be deleted in CAS 360 (and vice versa). The CAS 360 and SF 360 check is run instantly, so deletion will occur at the same time.