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      How do I import contacts and investing entities?

      Learn how to upload contacts to your Covercy GP software.

      Learn more details to bulk upload contacts to your Covercy GP software.

      1. Select "Contacts" from the top navigation in your Covercy account to import contacts and investing entities.how to import contacts to an investment management platform
      2. In the dropdown “Actions” menu select “Import”detailed how to import contacts on an investment management platform
      3. Download the “Contacts Import” template to your computer and fill in contact details and investing entities in the excel table.
        We support xlsx format.detailed how to import contacts to manage commercial real estate properties
      4. Upload the file by clicking on the Upload and the Import button.how to import contacts to an investment management platform
      5. In case of missing or incorrect data, you will receive an error message about what to correct in the document. 
      6. Upload the corrected document.
      7. When all information is correct the list can be imported by clicking on the Import button.final steps in how to import contacts
      8. Your contacts will be now in “Contacts” and can be edited from there.
      9. Continue your journey with Covercy by “Creating an Asset”.