Import investor contacts from excel spreadsheet

Import investor contacts from excel spreadsheet

This guide explains how you import multiple investor contacts to Logwise from Excel spreadsheets. 

1. Find the import function

On a market sounding project, click the tab "Add new recipients" and then the icon marked in red below. 



2. Download the import template

Download the import template by clicking the green link " Download empty template". Open in Excel and add the investor contact information. 





3. Upload the investor contacts

Save the file and drop it in the box "Upload contacts". The system will recognize the contacts. Assign the contacts to a group if applicable. Click "Submit"



4. Review the result

The contacts have now been imported and added to the staging view of the market sounding project. Click "Add X recipients" if you want to add them to the project. The imported investor contacts are now also available for any future market sounding project. 




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