Investors import
Load investor entities and contacts.
Preview documentation. Details may change before the API is released.
Creates investor entities and their invitations. Each row is matched to an existing entity by email or investor number, so a second import updates rather than duplicates.
Process
Every import follows the same steps: upload, map columns, validate, preview and commit. Nothing is written until you commit. A committed import can be rolled back. Rows that are not referenced elsewhere are removed. Rows that are referenced are reversed, except in a closed accounting period, where the rollback is refused.
Rules for every file
- UTF-8 CSV with a header row.
- Dates as
YYYY-MM-DDorMM/DD/YYYY. Amounts as plain decimals without currency symbols. - Each row is validated on its own. Errors are listed per row with the column and the reason.
- Cells that begin with
=,+,-or@are treated as text and are escaped on export. - Files are limited in size. The limit is shown on the upload screen.
- Saved column mappings are reused the next time you import this type.
Columns
Draft columns. The final list is shown in the fund portal and may change before release.
| Column | Required | Notes |
|---|---|---|
investor_number | No | Your own identifier. Used for matching |
legal_name | Yes | Name of the holding entity |
entity_type | Yes | For example individual, joint, trust, LLC, LP, IRA |
email | Yes | Contact who receives the invitation |
tax_id | No | Encrypted on receipt |