How to get started with Auto Upload features in your Finnsys ?
Great you have opted for Auto upload of mail-back data in your Finnsys software, this means that we would be in charge for daily upload of mailback data sent by CAMS and Kfintech.
To activate auto data updation, it's important we receive mail-back data automatically.
Please go to your registered Gmail address >> Settings >> >> More settings >> Forwarding >> Add forwarding address as - auto.upload@finnsys.com
Once done, you will be asked to enter a verification code. Contact your relationship manager and he will provide you with the code to complete the forwarding. Once you enter the code, click on Enable forwarding and then scroll down and Save settings..
Additionally, you can add Filters so that only RTA emails are forwarded to us and your personal emails remain with you.
Also, make sure you have submitted your CAMS registered email ID and Kfintech login details with your RM for importing historic data and enabling daily transaction feeds.
Still having doubts about the process, please contact your RM or raise a ticket from here
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