Important
The new integration between BGL and Xero Practice Manager is in Beta. Please contact Integrations@bglcorp.com.au for further details.
Overview
BGL has developed a two-way integration that synchronises your clients which you manage in BGL with all clients in Xero Practice Manager (XPM). When a change is made to a client, these details will be updated for all products.
An update to a Company's Address in XPM (or Simple Fund 360) for a Company will automatically trigger the required ASIC forms to be produced in CAS 360!
Synchronised
|
Not Synchronised
(will be added at a later stage)
|
---|---|
Companies and Trusts in CAS 360 | Directors, Shareholders, Unitholders and Beneficiaries in CAS 360 |
SMSFs in Simple Fund 360 | Members, Trustees, Directors in Simple Fund 360 |
Companies, Trusts and Individuals in Simple Invest 360 | Trustees, Directors, Shareholders, Unitholders and Beneficiaries in Simple Invest 360 |
How does this integration work?
- Your firm will need to complete all pre-requisites.
- Your firm will need to authenticate BGL to access XPM.
- All contacts and clients are downloaded from the selected Products.
- BGL will attempt to match together Clients from different systems using matching fields. e.g same ACN.
- Where there is a discrepancy in the data or duplicate records you will need to select a course of action to correct.
- No new clients will be added to a product without your approval.
- Once the initial synchronisation has been completed, any change made to the client will be updated for all products or be flagged for review.
Prerequisites
Before activating your integration, please complete all of the prerequisites.
1. In Xero Practice Manager, in the top toolbar under Reports, select Report Builder.
2. Under Report Builder, create a new report and select the Report Type as Client & Contact and Report Layout as Table. Click on Create.
.
Select the fields shown below and click on Save4. Once your report has been saved, Preview the report, which will then allow you to Export it to CSV.
This report can now be used to identify the following issues you may have in Xero Practice Manager which might affect the integration process:
-
Duplicate Clients
-
Business Structures supported
Supported Business Structures (XPM)
Clients with custom business structures (or no structure) will not be synced.
To integrate Xero Practice Manager with Simple Fund 360 and/or CAS 360, please ensure you are using the supported business structures listed below. This is based on the business structure name.
XPM
Business Structures
|
CAS 360
Entities
|
Simple Fund 360
Entities
|
Simple Invest
360 Entities
|
---|---|---|---|
Individual | Individual | ||
Partnership | |||
Company | Company | Company | |
Self Managed Superannuation Fund | SMSF | ||
Trust | Trust | Trust |