REPORTS & IMPORTS

Import

4min

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

Video tutorial for import subscription in MYFUNDBOX with SEPA:



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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Updated 25 Jan 2024
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