Import portfolio company metrics with Rundit's Excel import tool
Navigate to the top bar and select IMPORT > Import metrics
STEP 1 - CONFIGURE THE COMPANY METRICS
Start by configuring the company metrics you wish to import into the Rundit Platform in the Reporting Template - Metrics. Once you have completed the preceding step of configuring metrics, return to this page and proceed to Step 2.
STEP 2 - GENERATE AND DOWNLOAD EXCEL TEMPLATE
Generate an Excel template to manually enter your company metrics in bulk.
- Select all editable companies or specific companies from the company selection dropdown for generating Excel template.
- Choose whether you want to import data in Months/ Quarters/ Years.
- Finally, select the reporting period and hit the Generate Excel Template button.
STEP 3 - START IMPORTING THE COMPANY METRICS
- Once you have downloaded and filled the Excel template, start import by dragging and dropping the file on the upload area box below.
- Please double check to make sure that the company data is correct. The metrics will be imported in the Rundit platform accordingly.
- Hit the START IMPORT button to finalize the import.
CAUTION: If you tick the box Override empty cells, empty cells will replace any values that may already exist in the Rundit platform.