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

[MProfit Support]

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





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





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





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.





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