In order to load your client fees and commissions to Client Manager, you will need to first download and complete our CSV template.
How to download your CSV template
Navigate to Settings > Client Fee > Batch Import > Download a copy of the import template
It is important that you do not change the order or title of the column headings in the template, but simply insert your data as well as formatting this in line with the below rules.
If you have any questions, please email our support team at email@example.com