📥Data Importer

The Data Importer Page allows for the seamless and efficient importing of external data into the system, streamlining data management and updating processes.

Importing Clients, Loans, Client Accounts, and Chart of Accounts

To import clients, loans, client accounts, and the Chart of Accounts, start by clicking the 'Documents' hyperlink to access instructions, download the template, fill in the Excel sheet, upload it, and finally, click 'Action' to view, import, or delete the records.