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How do I import Wallfort Financial Services Files from Backoffice in Mprofit ?

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  • How do I import Wallfort Financial Services Files from Backoffice in Mprofit ?

    You can import entire year's transaction in MProfit from the back-office excel format.

    1. Login to Wallfort Financial Services backoffice.

    2. From the Menu click on Bills.

    3. Choose the period and click on View.

    4. Once the report is generated click on Excel icon to export the file.

    5. Open the Excel file and Save as CSV (Comma delimited) (*.csv).

    6. From MProfit Software use "Wallfort Fin. MultiBills - Excel (v1)" Template to import it.


    Click image for larger version  Name:	Wallfort1234.PNG Views:	1 Size:	10.2 KB ID:	274


    7. Here is the image of the Sample Back-office file from Wallfort Financial.


    Click image for larger version  Name:	Wallfort_Financial_MultiBills_Excel_v1_Sample1234.png Views:	1 Size:	13.5 KB ID:	275
    MProfit Support
    Moderator
    Last edited by MProfit Support; 22-12-17, 03:12 PM.
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