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

[Shweta Rathod]

1. Login to your Redvision back-office.





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





3. Fill all required details and click Show.





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





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





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.





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