Import A Portfolio Company From Excel
To import
a Portfolio Company from Excel, follow the steps below:
1. Click on the Portfolio Company in the main menu.
2. Click on
the down arrow button next to Add
Portfolio button in the top right corner. Click on Import from Excel.
3. The Import
Portfolio Company window is displayed. Click on Choose File button.
4. Once you
choose the file, it will be reflected in Step 1. Based on the file chosen, Step
2 will be auto filled. In Step 3, you can specify whether to Skip, Overwrite, or Merge the
duplicate records, if any. Complete the steps and click Next.
5. The
imported data is displayed here. Click Import.
6. You will
see different options here. You can Import
More records, download Last imported
Records, Undo Last Import, and Finish. To complete the Import, click Finish.
