Contact integration is now available between:
- Simple Fund 360 and Xero Practice Manager;
- CAS360 and Xero Practice Manager;
- Simple Fund 360, CAS 360 and Xero Practice Manager.
Xero Practice Manager users have the ability to integrate all clients with Simple Fund 360, CAS360 or both.
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 intothe the BGL integrations database. A matching algorithmis ran upon initial integration locating all matches and syncing the contacts together.
From the combining of Simple Fund 360 and CAS 360 Contact databases, Xero Practice Manager can be integrated with the BGL Integrations database to combine all three!
How does this integration work?
BGL has developed a two-way integration that synchronises the all contacts in CAS 360 and/or Simple Fund 360 with all clients in Xero Practice Manager. When a change is made to a contact, these details are updated for all products.
All supported Contacts that are in Simple Fund 360 that do not exist in CAS 360 will be added as Contacts (and vice versa). This also applied to Xero Practice Manager.
An update to a client's details in Simple Fund 360 and Xero Practice Manager 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.