Import data

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).