- Click ‘Admin’ on the top navigation bar
- Click ‘Data Import’ on the sub-bar
- On the right hand side click ‘+ Add Platform’
- Choose ‘CashCalc’ in the dropdown and click ‘Continue’
- Click 'Login to CashCalc' and you'll be taken to the CashCalc log in screen. Enter your CashCalc username and password.
- Click authorise:
- You'll be taken back to Elen.
- Click on your client tab, bottom left click '+ New Client' and click 'CashCalc in the popup menu:
- You'll then be presented with a list of clients you can choose to import*:
* Currently this feature only allows you to import one at a time, we are looking to allow multiple client imports - to be released in a future update