Start by clicking the Upload portfolio button to the right under the search bar.
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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)
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