How does import data work in INVESTOR PORTAL PRO?

Q: How does import data work in INVESTOR PORTAL PRO?

Import data loads your firm's records in one go. Download the template (or the filled-in sample) — one sheet each for funds, investors, accounts, transactions, capital calls, distributions, valuations and tax documents Fill in what you have; only a few columns are required Upload it — every row is checked and you see a preview with any problems, by sheet and row Save — your data replaces the previous import; the original file is kept in Files → Imports You can also skip the template and type records straight into any table (+ Add row).

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Accepted Answer

Import data loads your firm's records in one go.

Download the template (or the filled-in sample) — one sheet each for funds, investors, accounts, transactions, capital calls, distributions, valuations and tax documents
Fill in what you have; only a few columns are required
Upload it — every row is checked and you see a preview with any problems, by sheet and row
Save — your data replaces the previous import; the original file is kept in Files → Imports

You can also skip the template and type records straight into any table (+ Add row).

Import data

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