Data Import 🖐️

This page covers data import for firms which are just onboarding jamku, if you are looking for help on how to actually import guide/data-import

Watch this video for full end to end demonstration of data import.

Data Gathering

Once you have purchase Jamku license, the implementation team will start gathering data to import into Jamku.
AT bare minimum you will need following

List of services which are provided to client.

Read more about Services at guide/service

Client Master with all the details about the client which is readily available in Excel.

Read more about Compliance at guide/compliance

Telling software which recurring services are provided to which client along with it's periodicity.

Read more about Compliance at guide/compliance