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Can I import my insurance transactions?

edited October 2013 in General

You can download our sample insurance transaction file and add your own data.  Download the file from http://www.mprofit.in/import/mprofit_ins.xls

You need to create each policy manually the first time with all the details. Then, subsequently, you can import premium, withdrawal and other transacitons for all the policies. We currently support the following transaction types - Premium, Moneyback,  Withdrawal, Bonus Accrued, Bonus Payout. You also can update Current Value in Excel file which can be imported in MProfit from time to time.

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