Start by clicking the Upload portfolio button to the right under the search bar.
Then, click on Browse files, or drag and drop the file you wish to upload. Make sure the file is in the correct format.
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ℹ️ You can only upload CSV files to Strise. If your files are in Excel, here’s how to save them as a CSV:
- In your Excel spreadsheet, click File.
- Click Save As.
- Click Browse to choose where you want to save your file.
- Select "CSV" from the "Save as type" drop-down menu.
- Click Save.
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If you choose not to enter anything in the optional fields, you still need to leave them blank. This means you must always have 4 fields:
- Field 1: Organisation number
- Field 2: Email of the person the company should be assigned to (Optional). You can have as many emails as you want here as long as they are separated by commas.
- Field 3: Tags (Optional). You can have as many tags as you want here as long as they are separated by commas.
- Field 4: Status (These must be one of the 6 statuses you find in Strise. See Changing the status of a company for more details)