How to format the data to import?

Before importing an excel file you must verify that your file is in .csv encoded in UTF-8.

Check the data format

To check the data format:

Open the file with notepad (notepad)
Click on save as
Choose the .txt file type and UTF-8 encoding in the settings
Or choose the CSV type
The file will then be saved in CSV format and ready to be imported into the platform

Pay attention to the order of imports

Based on the dependencies between the different entities to import, you must pay attention to the order of imports:

Import users first unless you already have a registered user base on your platform
Import the companies (enterprises) that carry the operations.

The "manager_email 'field which corresponds to the email of the user associated with the company must not be empty. this email can be the administrator email

Then import transactions in shares, loans, bonds
Finally, import the transactions.