How to Automate Your Debt Management and Migrate
Your Debt Transactions Data
into Cloud-Software in Minutes ?
Worried About Complex Debt Transaction Data Migrations from Spreadsheet?
3 easy steps to transforms Spreadsheet loan data into automated insights.
Step 1:
Gather and prepare your loan transaction data.
Step 2:
Upload Your Data with using Excel templates or deal entry form inside TreasuryView
Step 3:
Let TreasuryView Automate It – generate raports based on your needs.
Automate your debt management and Import Spreadsheets in minutes
No IT needed, no setup fee.
FAQ: Debt Transactions Data import to TreasuryView
How can I import my existing spreadsheets into TreasuryView?
TreasuryView offers user-friendly upload templates or form (inside the TreasuryView app= that make importing data from your existing spreadsheets easy.
90% our users prefer form migration to prevent the Spreadsheet hassle.
After data upload you’ll gain immediately access to transactions overviews, advanced risk analytics, and pre-built visualizations to help you assess and forecast risks effectively.
Do I need IT team help to transfer the debt transaction data to TreasuryView?
No , You don´t need IT team to import your loan data from current Spreadsheets or System to TreasuryView.
You can use the templates provided or use the form in TreasuryView.
Do I need to upload all data at once to test TreasuryView?
No, you can upload only a few loans data for testing to get the idea how TreasuryView work, how it automates your work and what is the
Can I import my existing debt data into TreasuryView?
Yes — importing your debt data into TreasuryView is quick and easy.
You can either:
Enter data manually using our in-app form (available after free signup), or
Upload in bulk using Excel templates provided inside the platform. See the demo-tutorial – it is easy!
- Contact us or book a demo if you need extra assistance – real humans answer and help you to migrate your data.
See more FAQ about Treasury Management System or Contact us in any questions/concerns.
