Announcement

Collapse
No announcement yet.

How do I import Religare Securities Client Bills from Backoffice in MProfit ?

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • How do I import Religare Securities Client Bills from Backoffice in MProfit ?

    Click image for larger version  Name:	logo123.jpg Views:	1 Size:	10.6 KB ID:	408

    1. Login to your Religare Securities Backoffice : http://www.religareonline.com

    2. Go to Main Reports and click on Client Bill.


    Click image for larger version  Name:	religare123.PNG Views:	1 Size:	83.0 KB ID:	405


    3. Enter the Date and click on Refresh Data icon.


    Click image for larger version  Name:	step2final.png Views:	1 Size:	134.4 KB ID:	406


    4. Once the data is displayed click on Excel icon to export/save the data in Excel format.You might get the report in .xml format. You will need to open the xml file in excel and Save as “CSV (Comma delimited) (*.csv)” Format.


    Click image for larger version  Name:	step3.png Views:	1 Size:	137.7 KB ID:	407


    5. From MProfit Software use "Religare Sec - Client Bills - Excel (v1)" Template to import it.


    Click image for larger version  Name:	religare import.PNG Views:	1 Size:	11.0 KB ID:	403


    6. Here is the image of the Sample Back-office file from Religare Securities.


    Click image for larger version  Name:	Religare_Client_Bills_Excel_v1_Sample12.png Views:	1 Size:	16.1 KB ID:	404


    Note : Please note that this is Single Date Multiple Client file format.
    MProfit Support
    Moderator
    Last edited by MProfit Support; 29-01-18, 01:46 PM.
Working...
X