Onboarding: How to add offline investments and/or transactions to the platform (Manual Transactions, Prior Transactions)

Once your investors and offers have been added to your platform, you can associate them with any prior or offline transactions.

• For more information on adding investors to your CRM, click here
• For information on adding offers, click here
  • If you have offers that have been closed or completed, a placeholder offer will need to be created in the platform in order to link the transaction

You can add transactions individually, or in bulk.

Individually:

You can update your Accounts with any transactions that may have occurred outside the platform.

To do so:

1. Select Accounts from the left menu
2. Click into the account you would like to update
3. Choose the Transactions tab
4. Click Add a Transaction
5. Provide the following information:
   • Offer
   • Amount
   • Date
   • Type 
   • Status
     • You also have the option of including Price Per Share, Number of Shares, and Current Value
6. Click Submit

If documents were required at the time of the transactions, you can upload files and folders within the Account.  Choose the Documents tab to add completed documents.

In Bulk:

You can upload transactions using an Excel import.

To do so:

1. Select Transactions from the left menu
2. Click Import
3. Ensure the columns included in your Excel file match the required order
4. Confirm you have all required data:
   • Email
   • Offer Symbol
     • The best way to retrieve the Offer Symbol is to use the List view of your Offers
   • Amount
   • Date
5. Upload your file
6. Click Import Transactions

You can also upload any associated documents in bulk.  For more information, click here.