Admin Import

The admin import allows users to create and set admin entities in Nakisa Portfolio Management.

To import admin data:

Download the data template.
Fill out the downloaded Excel file with your information. Red fields are mandatory. If there are admin objects that you do not want added in the import, you can delete the associated Excel sheets if the objects do not have any dependencies.
Upload the Excel file and begin the import process.

Note: Entering a non-valid ID will result in an error code stating that the external ID does not exist.