How to import clients from CashCalc

Access your clients cash flow planning information with our solution.

Gavin Stanley avatar
Written by Gavin Stanley
Updated over a week ago

To connect your account with CashCalc and import clients from there, follow these steps:

IMPORTANT: Do not forget to double check that all the information you imported to our system or exported to CashCalc is in the right place.ย 

Feel free to get in touch if you have further questions! ๐Ÿ˜ƒ

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