How to import full client details from Finnsys ?

How to import full client details from Finnsys ?

Simply click on 'Query Builder' section from your Finnsys Admin Panel, to download all your clients data in Html, or Excel format 

    • Related Articles

    • How to assign permission to Finnsys for your Mailchimp Account ?

      In case you are willing to use Mailchimp mail editing and mail sending tool then you should follow the steps as given below to add us as a manager : Create your mail chimp account from E mail us at with ...
    • Bulk Data Upload in FinnSys

      Need of Bulk Data Upload When uploading big files which are above 20 MB in size, you need to first upload it directly on your web server first and then import it in your FinnSys application otherwise file would not get uploaded. Before proceeding ...
    • How to De- duplicate Clients in my FinnSys Database ?

      As you know that your FinnSys has now got an 'Auto Client Creation' system. Your system is designed to identify the duplicates on the basis of 'Customer Name plus PAN Card'. Hence there are chances that your system could create duplicate clients, if ...
    • How to generate scheme link for NSE or BSE API for promotion ?

      Click on : Click on ' generate link button' and start Choose the Transaction Platform integrated in your Finnsys  Choose the Transaction Type Choose product details and click on 'add to cart' Fill in the amount ...
    • How to check your Packages, Invoices and Subscription with FinnSys ?

      Click on Login with your registered Email with Finnsys.  Click on forget Password to generate your Password if you don't know it :