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How to import Equity Intelligence PMS statement in MProfit ?

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  • How to import Equity Intelligence PMS statement in MProfit ?

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    1. Login to Your Equity Intelligence Backoffice Account.


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    2. Go to Transactions. On this page, select TimePeriod and click on View.


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    3. Click on Download Icon shown in below image to download the excel file.


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    4. File will be downloaded in Excel format. You need to open the Excel file and save as “CSV (Comma delimited) (*.csv)” format.

    5. In MProfit, select "Equity Intelligence PMS - Excel (v1)" template and import it.


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    6. Here is an image of the sample back-office file from Equity Intelligence.


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    MProfit Support
    Moderator
    Last edited by MProfit Support; 28-02-19, 12:25 PM.
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