Use the bulk upload tool to backfill historical investments or to update updated fair market values so that your Visible account is up-to-date for reporting or ad-hoc analysis.
Choose from one of our predefined templates to get started:
- Backfill historical investments: Copy this document and add your investment data in the format outlined in the field guide tab.
- Update fair market values for your investments: Copy this document and add your data in the format outlined in the field guide tab.
To bulk upload or update data, navigate to the funds section in your account.
Next, click the three dots in the top right followed by import investments.
Choose select file to upload a file from your computer or drag and drop the file to the select file section. Click next once you've added the file.
Visible will map each column from your file to those that are supported in the investment data feature. You can click on a drop-down to update the mappings as needed.
From here, you can verify the data and make any changes before uploading it. Fields that were unsuccessfully mapped will be highlighted in red. Click the drop-down to resolve any errors.
You can choose to apply updates across all instances of an error. To do so, click apply when prompted. This will update all fields accordingly.
Click next once you've finished verifying the data.
Finally, click import data to finish adding the data.
You'll see a success message once the data has been uploaded. You can navigate to the investments section on a company's profile to see the uploaded data.
Please let us know if you have any questions!