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How can I import Girik Capital back-office file to MProfit?

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  • How can I import Girik Capital back-office file to MProfit?

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    1. Login to Girik Capital back-office : http://pmsportal.girikcap.com/


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    2. Go to Activity Portfolio. Next, click on Transaction Details.


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    3. Select your desired Time Period. Next, click Go.


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

    5. In MProfit, select the "Girik PMS Service Trans. Details - Excel (v1)" template and import your file.


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    5. Here is the image of the sample back-office file from Girik PMS Backoffice.


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    Last edited by Shweta Rathod; 14-05-19, 11:12 AM.
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