Bulk import accounts (Upload Accounts, Mass Upload, Contacts, Investor)

If you have an existing list of investors, you can bulk import and create multiple accounts easily.

To bulk import, you will need an .xlsx file that includes a minimum of 4 columns:  

• First Name
• Last Name
• Email
• Company Name 
  • Required for Institution / Entity and Issuer
  • You can leave this column blank if you are importing Individual accounts, but you will need to keep the column in your sheet

To bulk import new accounts:

1. Select Accounts from the left menu
2. Click Add Account
3. Choose Bulk Import Accounts from the drop-down
4. Choose the account type:
   • Individual
     • An Individual account is typically created for single investors or two investors investing jointly
   • Institution / Entity
     • An Entity account is usually added for LLCs, Trusts, IRAs, Corporations, etc.
   • Issuer
     • Issuer accounts are associated with the Offers in the platform, and are needed in order to create a new Offer
     • For more details on creating Issuer accounts, click here
5. Click Add Column
6. Select any additional columns you would like to include from the drop-down
   • You will see a list of options available by default, but this list is customizable
   • For example, you can import LinkedIn URLs for your users by choosing LinkedIn URL (User)
     • For information on how to add additional options to this drop-down, click here
       

       NOTE: If your spreadsheet contains cells housing multiple values, you will want to be sure to split each value into columns (for example: first name, last name). Additionally, you can separate cell values that you would like to include as a multi-select list using the pipe | delimiter.

7. Upload an Excel file that includes your user data matching the column layout you have selected in your platform

To bulk update existing accounts: 

1. Select Accounts from the left menu
2. Click Add Account
3. Choose Bulk Import Accounts from the drop-down
4. Customize your columns
   
5. Choose one or more of the following options:
   • My spreadsheet includes existing account numbers
     • Select this option if additional users will be added to existing accounts
   • Update fields on existing accounts with a matching primary email 
     • Select this option if you are updating accounts or users that have already been added
   • Create new accounts even if the email already exists on an existing account
     • This option is available if users should have more than one account (for example: both an Individual and Entity account should exist)
6. Upload your Excel file

Previous training: Add an account to the CRM

Next training: Add a user to an account & send an invitation