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How do I add a fund?

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2 comments

  • Jennifer Helms

    We add numerous new funds each month. Is there a way to load/create multiple new funds using a single excel upload template? Or, must the steps above be followed for each new fund addition?

    1
  • Cosley Campbell

    Hi Jennifer,

    I'm sorry, I'm just seeing this note now!  Have you checked out the Bulk Import feature?  Sounds like a great solution for you.  Let us know if we can help with anything :)

    All the best,

    Cosley

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