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Data Import
- Available fields for Mass Portfolio Composition Import
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Performance Data
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Portfolio Tool
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- Data Import
- Mass Daily Data Import
Mass Daily Data Import
Created On
Last Updated On
byadam
If you would like to import daily data to multiple programs at once, follow the steps described below. See another topic for more information about importing data to a single program.
1. Go to Company profile / Mass imports / Mass Daily Data Import
2. Choose a file by clicking “Upload Daily Data”. See Creating import files for more information about files.
3. If you would like the import to create new programs, tick the “Create new programs for unallocated codes” checkbox.
4. Upload the file by clicking on save button.
