Seraf offers bulk import to expedite the entry process of many investments simultaneously.
To use our Import tool, go to Portfolio Management and select the tab for Import. Download the Import Spreadsheet Template file and follow the Instructions within the file closely. The template contains multiple sheets within it for:
- Fund Transactions (for Professional and Enterprise clients)
Our template file is carefully designed to allow you to successfully import all the related layers of your investment information: companies you have invested in, details regarding their rounds of investment, and transactions involving the security issued in each round. Plus, if you invest in funds, you can enter fund transactions.
Fill out each of the sheets following the instructions closely and save the file in a .xls, .xlsx or .ods program. (Please note that you may only import 150 rows of data per sheet at one time).
Read these tips to help with Imports.
Next, return to the Create Import Spreadsheet page where you downloaded the template and click on the Choose File button to select your saved file. Now click the Upload button and then hit Save at the bottom of the page. (Please note that all Import Spreadsheet files will be saved to Documents & Reports under the Imports tab.)
The next step is to actually import each sheet to Seraf. Start by clicking the Import Companies from this Spreadsheet button. Once the process is complete, you will be given confirmation of the companies that have been successfully imported. If you need to make edits, go ahead and update your spreadsheet and repeat the process. Once done importing companies, proceed to the next button, Import Rounds of Investment from this Spreadsheet. After ensuring that all rounds have been successfully imported, you can move on to the final step, Import Transactions. And if you have fund investments, then Import Fund Transactions.
Once the spreadsheets have been successfully imported, you will be able to view your investments in Current Investments, Exits & Returns, as well as your Transaction Register. Note that you can always find a list of all your investment entries from the corresponding tabs in Portfolio Management.
Note that if you are an Enterprise account importing records, you will need to update calculations after you've completed the imports.
Don't forget to check out these great import tips.