Review Report
This report can now be used to identify the following issues you may have in Xero Practice Manager which might affect the integration process:
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.
Individual |
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Individual |
Partnership |
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|
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Company |
Company |
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Company |
Self Managed Superannuation Fund |
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SMSF |
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Trust |
Trust |
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Trust |
Connect your applications and start the synchronisation
To create the integration between BGL and Xero Practice Manager, please complete the following steps for your firm:
1. In CAS 360, hover over the App switcher icon and select Integrations.

2. Select Practice Apps and then select Practice Management.



Select Allow access.
5. Add the email addresses you want to receive notifications. You can edit this list at any time.

Any changes made to clients whilst the Initial Synchronisation takes place will be processed once the synchronisation has been completed.
Clist List and Details
After the Initial Synchronisation has taken place you will be able to view a list of all of your clients from all products. The list is sorted by the date last modified.
Search
Easily find a client by using the search bar. Only the Name is searchable.

You can use the filters to narrow and customise your Client List to find exactly what you want. For example, you can find clients updated within the last 7 days or Companies which are not linked and not in CAS 360. The filters can be used in conjunction with the Search.

For each client, the Name, Type (Business Structure), Date Last Updated, Status and Product will be displayed. Click on the client's name to view all details or to review data.

Status
Each client will have a status to let you know if the Client is integrated or has an issue. This will be one of the following:
Status |
Description |
Linked
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The client is linked between 2 or more products (e.g CAS 360 and XPM) and all data matches.
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Not Linked
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The client is not linked to another product.
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Review - Data
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The client is linked between 2 or more products however not all data matches. Click on the client’s name to review.
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Review - Duplicate
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A client exists more than once in a product.
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Suggested Match
|
The client is not linked to another product. BGL does not have enough data however, some fields match. e.g same client name
|
A list of the products the client exists in will be displayed. You can click on the product logo to go directly to the client in that product in a new browser tab.

The client details will display all data stored in each product. There will be a different view for individuals and non-individuals.
Where data does not match between products it will be flagged using the status 
You can select which product is correct, and all other products will then be updated.


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Go to - will open the client in a different application within a new browser tab
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Refresh - will request the latest data for the Client
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Unlink - can be used to remove the link between products
Addresses
Addresses are matched on the following basis:
Physical Address |
Business Address |
Meeting Address |
Physical Address |
Postal Address |
Postal Address |
N/A |
Postal Address |
New Clients
Any new client you add to XPM, CAS 360, Simple Fund 360 or Simple Invest 360 will be inserted into the Client List for that product.
New Clients added to CAS 360, Simple Fund 360 and Simple Invest 360 will be received in real-time.
New Clients are received from XPM every 2 hours.
Updates to Clients
Changes to existing Clients from CAS 360, Simple Fund 360 and Simple Invest 360 will be received in real-time.
Changes to existing Clients are pulled from XPM every 2 hours. If the data is needed immediately then you can use the refresh button (see above - under the Client Details tab).
Any changes you make on the BGL Integrations page e.g using the “Select data from” button will be sent to all products immediately.
COMING SOON
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View history of all changes made to a client
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Insert a new client into a Product.
- Push changes made to a Trust into CAS 360
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You will receive an email notification once the Initial Sync process has been completed and you can review the results.
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You can search for and select Clients to link together.
- Create Jobs in XPM
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CAS 360 Contacts (Directors, Shareholders, Unitholders and Beneficiaries) are not included in the Sync. This will be added at a later stage.
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Simple Fund 360 and Simple Invest 360 Contacts (Members, Trustees, Directors, Shareholders, Unitholders and Beneficiaries) are not included in the Sync. This will be added at a later stage.