The Class integration allows you to import your Class Business names, Super SMSFs and Portfolio lists.
Before proceeding, log into your Class portal in a separate window. This will help streamline authentication when redirected during setup.
Permissions
The integration between Class and the portal occurs at the business level, so only one login is needed. Once the connection is enabled, all staff members can see the fund list and link to clients.
What data gets imported?
When you sync your Class integration with myprosperity, the following data can be imported by running a sync:
- Business Contacts – used to establish staff access
- Funds – forming your client list
- Fund Contacts – representing each client’s team within myprosperity
Once connected, active staff members are automatically imported and assigned to the funds contacts area where you can create them as members.
| NOTE : While staff members will be added during the sync, invitations will not be sent automatically to them to create their login. |
Any client associated with a connected Business will automatically have a tag applied to their client record using the name of that Business. This helps identify and manage clients based on their linked Business connection within myprosperity.
To setup the Class Super Integration:
Each time you access your portal, if the Class integration hasn’t been activated, you’ll be prompted to complete the setup.
Alternatively, if you need to trigger the integration setup manually, follow the steps below:
- In your Partner Portal, navigate to Integrations > Integration setup
- Select the 'Set up' link within the Class tile.
- A slide-out window will now populate containing instructions on how to set-up the integration from here, click 'Add new connection' to get started:
- You'll then be redirected to your Class portal - select the relevant Business and click 'Allow access':
Note: you can complete steps 1- 4 to connect as many class businesses as required as part of the integration.
You will be redirected back to the portal showing that the Class portal has now been connected! An automatic sync will run as soon as the integration set-up has been complete.
Daily syncs will continue until the integration is disconnected.