Upload Data in Bulk

Created by Docify Support, Modified on Sat, 25 Jul at 10:13 PM by Docify Support

In this video, you will learn how to upload data into Docify through excel bulk uploads. Further attached below are the current import templates as well as the URLs to use.

Attachments (9)

docx

URLs (clients) v2.docx
22.2 KB

xlsx

custom fields_importation table.xlsx
13.9 KB

xlsx

UBO relationships_importation table.xlsx
25 KB

xlsx

companies_importation table.xlsx
19 KB

xlsx

contacts_importation table (v3) (IF KYC fields activated).xlsx
24.4 KB

xlsx

related entities_importation table.xlsx
15.3 KB

xlsx

contacts_importation table (no KYC fields).xlsx
23.9 KB

xlsx

mandates_importation table (v2).xlsx
25.5 KB

xlsx

shareholder_importation table (v2).xlsx
20.2 KB