How to import your data?

Data import allows you to import:

Investors
Some products
Operations
Subscriptions
Signatures
Responses linked to a questionnaire

The data import must be done from an Excel file (CSV format). This feature allows you to save precious time when you already have a database when creating your platform.

Data import

To import users:

Go to the Import data tab -> IMPORT A FILE

The import of operations, signatures, and transactions works the same way.

Before importing an excel file you must:

Check that your file is in .csv encoded in UTF-8.
Check that all fields are filled in and in the correct order
Refer to the example file (click on the VIEW EXAMPLE FILE button) or click on the arrow at the top right of the window to see the list of necessary fields

If you don't want to fill in the information field, leave it blank but don't delete the column.