The BGL integration brings your CAS 360 company data and Simple Fund 360 (SF360) SMSF data into Nagaris, so corporate details, officers, members and addresses appear directly on the matching client records.
In the sidebar, open Settings, choose Integrations, and select the BGL tab. The BGL card reads Connect your organisation to BGL to manage client data.
Click Continue with BGL. You're taken to BGL to sign in and authorise Nagaris, then returned to Nagaris.
If your Nagaris login is already signed in with BGL, the button reads Connect BGL Account instead — clicking it links BGL to your organisation straight away (BGL organisation connected successfully.).
Once connected, the card shows a Connected badge with the Connected since date, plus two sync switches:
Nagaris automatically updates BGL — changes made in Nagaris are pushed to BGL.
BGL automatically updates Nagaris — changes made in BGL flow into Nagaris.
Flick either switch at any time; Nagaris confirms with Sync settings updated successfully. To disconnect, open the three-dot Extra Actions menu and choose Disconnect BGL (BGL organisation unlinked successfully.).
If BGL rejects the connection with an authorisation or not authorized error, the fix is on the BGL side: the BGL user you're connecting with needs third-party app access enabled for their BGL role (in BGL's Apps and Integrations settings). Ask your BGL administrator to enable it, then retry Continue with BGL. If it still fails, send support the BGL product (CAS 360 or SF360), your BGL role and the exact error text.
Clients that are linked to a BGL record get a BGL tab on their client page (visible to your team, not to client-portal users). Depending on whether the record comes from CAS 360 or SF360, you'll see cards including:
BGL Company — CAS 360 company details such as ACN, Business Number, Incorporation Date, Annual Review Date and status, Registration State, Jurisdiction, Company Type/Class/Sub Class, ABN and ASIC Agent Number. The company name and BGL ID link straight to the record in CAS 360.
BGL SF360 Entity — fund details such as Entity Code, Entity Type, SF Code, ABN, TFN Provided, Fund Email, financial year dates, GST Registered, ESA, trust deed details and addresses. The name and BGL ID link to the entity dashboard in SF360.
Members and Contacts — the people attached to the entity, grouped by role (members, trustees, auditors and others), plus BGL SF360 Entity Members, BGL Company Addresses, BGL Company Officers, and the company's shareholdings and share transactions.
Opening the BGL tab on a CAS 360 company automatically triggers a fresh sync of that company's data, so what you see reflects BGL's latest records.
If BGL data looks wrong in Nagaris (for example an out-of-date address), the cleanest fix is to correct it in BGL and let it sync back. You can also edit many BGL cards directly in Nagaris using each card's edit button (for example Edit BGL SF360 Entity) — with Nagaris automatically updates BGL switched on, this keeps both systems aligned.
You can also sign in to Nagaris itself with Continue with BGL on the sign-in page.
Connecting BGL is organisation-wide; the sync switches affect all linked clients at once.
