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💼Getting started with MYFUNDBOX
PRODUCTS
🃏Plans
🚀Pay Link
📄Invoices
📊Dashboard
PAYMENT GATEWAYS
🏧Payment Gateway
Stripe
Paypal
GoCardless
CUSTOMERS
👦Profile
👤Customers
🎪Customer Portal
SUBSCRIPTIONS
📜Manage Subscription
📪Disputes
💸Payments
📹Payouts
COMMUNICATIONS
📡Communications
📧E-mail notifications
🔗Configurations
CUSTOMIZATION
📝Customize your checkout page
REPORTS & IMPORTS
📈Analytic / Reports
📦Import
TAX & COUPONS
💰Tax
🎫Coupons
🎟️Promotion code
↔️Difference between coupon code and promotion code
TEAMS/USERS
🧑‍🤝‍🧑Teams/User Creation
👥Affiliate account
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REPORTS & IMPORTS

Import

5min

We can import Bank Details, Customer Details, Subscription Details in the Excel which are given in the xlsx, xls, csv format.

To import bank details

Follow these steps to import bank details.

Go to Menu → Settings → Import → Bank

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To import customers details

Follow these steps to import customers.

Go to Menu → Settings → Import → Customers

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To import subscription details

Follow these steps to import subscription details.

Go to Menu → Settings →  Import → Subscription

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Video tutorial for import subscription in MYFUNDBOX with SEPA:





Updated 26 Jul 2023
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TABLE OF CONTENTS
To import bank details
To import customers details
To import subscription details
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