Settings
Personal preferences and EMI defaults
Preferences
Dark mode
Use the toggle in the top bar
WhatsApp reminders
Create EMI due reminder links
Change password
Business and EMI defaults
Bulk customer and loan import
Upload CSV or XLSX with customer details and loan columns. Existing customers are matched by mobile number.
Required columns: name, mobile, whatsapp, aadharNumber, panNumber, email, address, principal, emiAmount, tenureDays, startDate.