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How can I import my Redvision Software MF Transactions file to MProfit?

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  • How can I import my Redvision Software MF Transactions file to MProfit?

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    1. Login to your Redvision back-office.


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    2. Click Mutual in the top navigation. Next, click Valuations as shown below.


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    3. Fill all required details and click Show.


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


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    5. Next, select Detail under Report Type as seen below. Then click Submit.


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    6. 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.

    7. In MProfit, use the "Redvision Software MF Trans Statement - Excel (v1)" template and import your file.


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    8. Here is the image of the sample back-office file from Redvision.


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    Last edited by Shweta Rathod; 21-08-19, 01:10 PM.
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