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      Fund Import
      • 20 Jun 2023
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      Fund Import

      • Updated on 20 Jun 2023
      • 1 Minute to read
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      Article summary

      Imports - Fund, Gift, Grant, and IP Imports


      To access these uploaders, navigate to: Menu > Utilities > Workflow Import:



      Fund Import

       

      Select “View Excel Account/Fund Imports”:

      If you wish to use this Import, please contact Client Services to assist in setting the import up.

      This will allow you to view all previous uploads and their results. You can also download a new Fund uploader template:


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