Instead of adding each transaction manually, you can import everything from a CSV file. In order to import investors, you will need to navigate to the investor's list. Click the button 'add investor' and the choose 'import investors' from the drop-down.
A new page will appear. From this page you can:
Download a sample file: This will download a demo file, you can make use of to upload the investors.
Import a file: When you have created a CSV file with all your transactions, you can import it from here.
How to prepare a file
Below is a guide on how to import a file.