Import from BGL

You can integrate FYI with market leading providers BGL to automatically import the information from this third party provider for your clients. Information is imported from BGL overnight and automatically filed against the relevant client as a document in FYI.

The documents display in the Client Corporate Affairs tab. This provides a summary of the ASIC annual company register statements which also shows the status of the statements (for example, if the annual review fee has been paid). The documents in FYI each hold a link to open the ASIC statement directly from BGL. Refer to Client Corporate Affairs.

To import from BGL, you first need to link your BGL account to FYI

Note: This is a one-off step and can only be done by an FYI administrator.

1. From FYI, click the Automation menu option.
2. Go to the Apps tab.
   
   
   
   
3. Click the cog icon next to BGL to open the connection settings.
4. Click the Connect button and you are prompted to login to the BGL API with your practice's BGL login details. Then follow the prompts that are displayed to complete the connection.
   
   

Set up the Process to Import

1. From FYI, click the Automation menu option.
2. Go to the Processes tab.
3. In BGL ASIC Statement & Resolution - Import & AutoFile click the cog icon to edit this process.
   
   

The Trigger is "New Document".

The Filter for this process is "BGL Document".

To make this process active, change the Status to "Active".

The Owner is set by default as the user who made the process active and this can be changed if required. If the process fails, an email will be sent to this user as notification. You can set this as "Me" to set yourself as the owner.

Start From allows you to enter the date from which you want to start retrieving the documents. If you enter a date in the past, this does not import retrospectively.

Process Step(s)

The steps import from BGL with the Action set to Import BGL Statement. The following shows the default settings.

The Name of the document is set the Original File Name of the document imported.

AutoFile is disabled so the document will be filed using the settings in this process step.

The Cabinet is set as "Corporate Affairs" so the document is included in the Client - Corporate Affairs tab.

The Year is set the Year Merge Field to file the document in the correct Year.

In the Workflow section, the Owner is set as the client's Manager.

You can change any options for Filing, Workflow, or for creating a Task, and to enable Comments as required (refer to Automation Notifications). You can add steps if required (refer to Automation Process Steps).

Once the connection has been made with FYI, and the process has been set up and set to Active, any new documents or changes in status to a document in BGL, are automatically imported into FYI.