How can I import reinvested distributions? (Transactions, Import, Bulk Upload)

Modified on Fri, Jul 26 at 1:47 PM

You can conduct an import of any distributions that have been reinvested in an offer by utilizing the Reinvested transaction status.


NOTE: Reinvested distributions will always be Cash distributions. 


To do so: 


  1. On your Excel spreadsheet, ensure the Distribution line items that you are importing have Reinvested in the Status column


  2. Select the Transactions page from the left menu
  3. Click Import
  4. Choose your sheet for import
  5. Click Import Transactions


  6. Review the transactions that were imported, and see that you have both a Distribution and a Contribution created for the same amount, on the same date 

NOTE:  If you include a price per share on a reinvested Distribution in your spreadsheet, the price/share amount will be reflected only on the Contribution that is created.







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