Finance - Tools
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      Import/Export Profiles

      Within this section, you are able to import and export the following

      • Import Members

      • Import Clients from Excel

      • Import Client Finance from Excel

      • Import Master

      • Export Member to Excel

      • Export Clients to Exel

      This is used internally by our implementation team and if you ever need to import yourself - BUT please consult support prior to doing any of this