Import / Export

Learn how to import export your data.

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14 articles in this collection
Written by Alexandre Gaillard, Sasha, and Diego Milla

How do I export my contacts from Gmail?

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Written by Sasha
Updated over a week ago

How do I export my contacts from Outlook into a CSV file?

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Written by Sasha
Updated over a week ago

How can I export my contacts from my iPhone?

Discover step by step instructions to export iPhone contacts to vCard
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Written by Sasha
Updated over a week ago

How to connect InvestGlass and Zapier?

Connect InvestGlass API to +1500 applications
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Written by Sasha
Updated over a week ago

Field Audit Trail

Fields Audit Trail - GDPR - LSFIN FIDLEG MIFID2
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Written by Sasha
Updated over a week ago

How can I export transaction or portfolio into PDF and Excel CSV?

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Written by Sasha
Updated over a week ago

Integration, Deployment, and Delivery

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Written by Alexandre Gaillard
Updated over a week ago

How to import Clients with a flat file import?

To import new contacts, you can add them manually. One by one or with a flat file import.
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Written by Diego Milla
Updated over a week ago

How to export your contacts?

Export list
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Written by Diego Milla
Updated over a week ago

How can I export my data for GDPR?

Data, Export, GDPR, CSV
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Written by Diego Milla
Updated over a week ago

How to override custodian performance?

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Written by Alexandre Gaillard
Updated over a week ago

How to import transactions into a portfolio?

Import Securities and Transactions
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Written by Alexandre Gaillard
Updated over a week ago

How to setup InvestGlass - Investutor

How to link a synchronized portfolio to a Model, a strategy and compliance lists
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Written by Alexandre Gaillard
Updated over a week ago

Data Example

Easily try InvestGlass with example data.
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Written by Alexandre Gaillard
Updated over a week ago