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How do I import a Vijya Software excel file?

edited June 2013 in General
If you are using Vijya Software you can import your clients information via the "Record Detail" excel format.


1. Start the Vijya Software located on your computer

2. Click on the star icon which will open the "Mutual Fund Portfolio Report" window
image

3. Select a client and make sure the "1 Portfolio Valuation Report" is selected. Select the other settings as shown below:
image
4. Select Report in the bottom right hand corner

5. Once the report appears, click on the Envelope icon

6. Under Format select "Excel 7.0 (XLS)" and select OK

7. Save the file to your computer

8. Open the file in Excel and save it again as Excel 97-2003

9. Import into MProfit using the "Vijya Software - Record Detail" template
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