Mass data import

There are various types of mass imports available (see a full list at the bottom of this topic). These tools allow users to import data for multiple programs at once. All mass imports can be accessed under Company profile / Mass Imports.

Validate data before importing

Before uploading your Excel file, you can check whether the file is correctly formatted by using the Validate Data button, available for all mass imports. This feature makes it easier to identify and fix issues in your file before running the import.

The validation checks the file before the actual import. If the file contains any issues that could prevent a successful upload, Topsheets will show a list of errors so you can correct them before importing the data.

For more information about particular mass imports, please choose a topic below:

Mass monthly returns import
Mass daily returns import
Mass quarterly returns import
Mass portfolio composition import
Mass fund terms import
Mass AUM import
NAV import
Mass custom statistics import
Total Mass Import