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Importing Investors

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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.

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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. 

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How to prepare a file

Below is a guide on how to import a file.

Basic import 

 

 

 

 

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