Import / Export Record

Go to My account, then Company and find the Import Export function.

InvestGlass Handbook: Import and Export Guide

Welcome to the InvestGlass Import and Export Guide! This guide will help you understand the functionalities available for data import and export in the InvestGlass platform.

1. Import Functions

The Import section allows users to bring in data seamlessly into the platform. Below are the available categories:

1.1 Contacts

Import client and business contact information, including names, emails, phone numbers, and other key details.

1.2 Relations

Upload relationship mappings between different contacts, accounts, or other entities.

1.3 Accounts

Import account-level information, such as account IDs, account owners, and associated contacts.

1.4 Contracts

Upload contract details, including document references, parties involved, and terms.

1.5 Members

Add team members or specific individuals associated with different roles or permissions.

1.6 Opportunities

Import opportunities linked to sales pipelines, including potential deals, stages, and estimated revenue.

1.7 Securities Products

Bring in financial product information, such as securities, ISINs, and pricing data.

1.8 Strategies

Import investment strategies, portfolio allocation rules, and other planning data.

1.9 Model Portfolios

Upload predefined model portfolios for client or institutional investment.

1.10 Universe List

Add lists of securities, benchmarks, or other universe reference datasets.

1.11 Tags

Import metadata tags for organizing contacts, accounts, or portfolios.

1.12 Portfolios

Upload detailed portfolio information, including assets, allocations, and valuations.

1.13 Positions

Import individual security positions linked to accounts and portfolios.

1.14 Transactions

Add historical or ongoing financial transactions.

---

2. Export Functions

The Export section enables users to extract data from InvestGlass for reporting, analysis, or backup purposes. Below are the available categories:

2.1 Contacts

Export contact details for analysis, CRM migration, or offline storage.

2.2 Contact Documents

Download associated documents, agreements, or communication logs linked to contacts.

2.3 Opportunities

Export opportunity pipeline data, including deal statuses, potential revenue, and stakeholders.

---

3. Best Practices for Import and Export

• Data Validation: Ensure all import files follow the InvestGlass format and include mandatory fields.
• Backup Data: Always maintain a backup of critical data before performing mass imports.
• Regular Exports: Schedule regular exports for reporting and archiving purposes.

For further assistance, refer to the InvestGlass Support Center or contact your account administrator.

Happy Investing with InvestGlass!