Guidelines for importing your Contact list

Do you have a list of contacts that you would like MoneyMinder to import for you?

Following are guidelines for setting up your file so we can import it. We can accept Excel Spreadsheets (file type *.xls or *.xlsx) or *.csv (comma separated values) file.

Following is an example of the fields we can import for you:

If you have any questions you can email us at [email protected], chat with us, or give us a call at (866)346-4300.

If you are ready to send in your spreadsheet, please email it to [email protected]

Please provide the account name, ID#, and financial year that you’d like it imported into.