Managing companies | FundCentre Onboarding

Applies to: General partners
 

You can add companies individually or in bulk.

How to add an individual company

1. From the Entity menu, select Companies.
2. Click Add Company.
3. Enter the company details. Required fields are indicated by an asterisk.
4. Click Save.

 How to add companies in bulk

1. From the Profile menu, select Bulk Actions.
2. Click Bulk Upload.
3. If you have not done so already, download the Companies template from the Document Templates list.
4. Populate the template with your data, up to a maximum of 1000 rows. Do not add extra columns or change the formatting. Required fields are indicated with an asterisk.
5. Upload the file either by dragging and dropping it or by clicking to upload. The upload preview screen is displayed. If there is an error, the rows will be highlighted in red. Fix the rows in the template and upload the file again.
6. Click Upload.

How to edit a company details

1. From the Entity menu, select Companies.
2. Click the company name.
3. Make any changes.
4. Click Save.

 How to delete a company

Companies that have contacts associated with them cannot be deleted until the associations are removed.

1. From the Entity menu, select Companies.
2. Click the company name.
3. From the three dots menu, select Delete.
4. Click Confirm.