Bulk Jobs
Bulk Uploading Directory Entities & People in the Investor Portal
Learn how to initiate a bulk upload of Directory Entities (investor profiles) and Directory People (associated contacts) in the Investor Portal. This guide gives you a high-level overview of the process and directs you to the in-app guide for detailed instructions.
Overview
You can efficiently manage large sets of investor data in the Investor Portal by performing a bulk creation of Directory Entities and Directory People. This process is designed to streamline onboarding and contact management for your investor base.Navigate to the Bulk Upload Tool
Within the Directory section of your Investor Portal, select “Bulk Create” to begin a new upload job. This will open an in-product guide with detailed instructions and templates.
Download the Reference and Upload Templates
When you begin a new job, two files will be generated:
- Reference File (.xlsx): Contains a snapshot of your current Directory Entities, Vehicles, and People for context.
-
Upload Template (.xlsx): A blank template where you can add new entities and associated contacts.
The in-product guide will walk you through how to structure this template correctly, including data formatting and required fields.
Upload Your Populated Template
Once your data is entered into the template:
- Upload it directly through the bulk upload interface.
- The system will validate your data and flag any errors.
Review & Confirm
After uploading:
- You’ll see a confirmation screen showing validation results.
- You can delete individual records with errors while proceeding with the rest of your data.
- This ensures you can move forward without needing a perfect file—clean up stragglers manually later.
FAQ
How many rows or columns can I include in the spreadsheet?
How many rows or columns can I include in the spreadsheet?
There is no limit to the number of rows or columns that can be included in the spreadsheet. You can upload as much data as necessary to meet your needs, as long as it adheres to the required structure and formatting guidelines.
Can I upload records in batches, or do I need to upload all data at once?
Can I upload records in batches, or do I need to upload all data at once?
Yes, you can upload records in batches by providing multiple spreadsheets with different rows. This allows you to manage and upload your data incrementally instead of preparing and submitting all data at once. Each spreadsheet should still adhere to the required structure and formatting guidelines to ensure successful processing.
Can I invite people to the Investor Portal as part of this flow?
Can I invite people to the Investor Portal as part of this flow?
Yes, if you include associated people in the upload subject, you can choose to send email notifications at the end of the upload process, inviting people to the entities you’ve newly associated them with.