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Import book
Paste or upload CSV, confirm column mapping, review ready rows, then import.
Paste a CSV export or upload a file. We detect Finmo, Velocity, and generic headers. Dedupe key: email + property + maturity.
Paste or upload CSV, confirm column mapping, review ready rows, then import.
Paste a CSV export or upload a file. We detect Finmo, Velocity, and generic headers. Dedupe key: email + property + maturity.