Step 1: Gather data in an excel sheet that you wish to enter in the system. We presently support copy/paste of your Client Data & Stocks Transactions. You need not have all the data all at once. For instance, if you are adding client data, you can get started with as little as two columns. E.g. Client Name & E-mail ID
Step 2: Now simply copy the entire content and paste it in this sheet. Remember, DO NOT copy header rows.
Step 3: Click on Next at the bottom of the sheet. In Step 2, map the columns in row 1 with the appropriate picklist value.