FinnSys - How to Import Historic Data

Important: Before following the steps below, you must request your Historic Data from the registrars. Only after you have received your Mailback files (both Client Master and Transaction Master) from each registrar, you will be able to follow the steps below and import your Historic Data.

Incase you have not requested your Historic Data yet, please click here for steps on How to request Mailback for Historic Data

Make sure that you have both Client Master and Transaction Master files from each registrar before starting the import.

Please perform the following steps in the same order as shown below:

A) Import Historic Client Master File
Step1:	Select a Registrar to start (e.g. CAMS) and extract its Historic Client Master File(s) on your computer. Visual Help: How to Extract Client Master File - CAMS Visual Help: How to Extract Client Master File - Karvy Visual Help: How to Extract Client Master File - Franklin Visual Help: How to Extract Client Master File - Deutsche (DISPL)
Step2:	Upload the extracted mailback file from your computer to your website Visual Help: How to upload Historic Client Master File
Step3:	Run the uploaded Historic Client Master file and create Investors Visual Help: Run Historic Client Master File
B) Import Historic Transactions File
Step1:	Select a Registrar to start (e.g. CAMS) and extract its Historic Transaction Master File(s) on your computer. Visual Help: How to Extract Historic Transactions File - CAMS Visual Help: How to Extract Historic Transactions File - Karvy Visual Help: How to Extract Historic Transactions File - Franklin Visual Help: How to Extract Historic Transactions File - Deutsche (DISPL)
Step2:	Upload the extracted mailback file from your computer to your website Visual Help: How to upload Historic Transactions File
Step3:	Run the uploaded Historic Transactions file Visual Help: Run Historic Transactions File