1. Click ‘Admin’ on the top navigation bar

  2. Click ‘Data Import’ on the sub-bar

  3. On the right hand side click ‘+ Add Platform’

  4. Choose ‘CashCalc’ in the dropdown and click ‘Continue’


  5. Click 'Login to CashCalc' and you'll be taken to the CashCalc log in screen. Enter your CashCalc username and password.

  6. Click authorise:

  7. You'll be taken back to Elen.

  8. Click on your client tab, bottom left click '+ New Client' and click 'CashCalc in the popup menu:

  9. 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