Kindly enter the same data in the below CSV sample format. Most of the fields are same as the Excel format you have given. Enter the Tax Status, Mode of holding as indicated along with PAN of Joint 1 and Joint 2 so that folio to CAN mapping can be done properly as MFU does not give this data.


This CSV format can be uploaded in Profile list menu. We maintain CAN list unique on CAN no. so there won't be any duplicates if you import the same CAN more than once. CAN Name and PAN is matched with Clients Name and PAN as per CLEINTS menu and then only it is imported.