Important: You can only upload CSV files to Strise.
If you have your files in Excel you can save it as a CSV by doing the following:
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.
Importing Portfolio to Strise
Start by clicking the "Upload portfolio" button to the right under the search field.
Click on browse files, or drag and drop the file you wish to upload. Ensure that the file you are uploading is in the correct format.
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: Organization number
Field 2: Email to the person the company should be assigned to (Optional). You have have as many emails as you want here as long as they are separated by commas.
Field 3: Tags (Optional). You have have as many tags as you want here as long as they are separated by commas.
Field 4: Status (These must be 1 of 6 statuses you find in Strise)
