Uploading Data

Can I bulk upload data?

Yes. From the dashboard choose an object type, such as Funds. Select Import Funds or Import XML on the right-hand menu....
  • 1455

Can I upload linked data?

Yes. If a spreadsheet contains data that you want to upload to different objects, for example a set of funds...
  • 1197

How do I add a holdings file?

Holdings files are attached to the AssetLogic object to which they relate. For pooled funds the holdings files should be...
  • 241