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:
Follow these steps to import bank details.
Go to Menu → Settings → Import → Bank
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Follow these steps to import customers.
Go to Menu → Settings → Import → Customers
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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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