IFANOW supports excel import of CAMS serviced mutual funds. With this option, you can directly import historical transaction details of your clients across broker codes (including yours, if you have one).
Click on this link https://www.camsonline.com/InvestorServices/COL_ISTransactionDetails.aspx
Once you generate, it will send a mail to the client's registered email ID. You can then ask the client to forward the same and you can import it in the system from Back Office > Mutual Fund Upload section.
This covers regular as well as direct plans.
If you want to import schemes from Karvy serviced funds or Franklin Templeton or Sundaran, then you can either manually add them or use our excel format (Download Import Format).