Portfolium

How do I upload institution data using CSV files in a Portfolium account as an admin?

Updated Apr 01, 2021

As a Portfolium admin, you can use CSV files to bulk upload and import network and institution data to your account. After you upload a file, it will be verified and imported by the Portfolium Customer Success team.

Note: The process to import user data varies slightly from the steps shown in this lesson.

Open Folios

Open Activation

In the Toolbar, click the Folios icon.

Note: If your account has not yet launched, you can also Upload CSV files through the Activation tab.

Open Upload Data

Open Upload Data

In Account Navigation, click the Upload Data link.

Select Data Type

Select Data Type

Click the tab for the data type you want to upload.

Upload File

Drag and drop your file to the upload area, or click in the upload area to select a file from your computer [1].

To download template files, click the template file link [2].

Select File

Select File

In your computer's Finder, select the CSV file you want to upload [1] and then click the Open or Select button [2].

View Uploads

View Uploads

Uploaded files display at the bottom of the page.

To view additional options for the file, click the Actions button [1] and select an option from the menu [2].

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