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Overview

Save time by importing multiple companies into your fund at once using Concrete’s bulk import feature. Upload a CSV file with your company list and Concrete will handle the rest, including duplicate detection and data validation.
Advanced users may use Concrete’s API to continuously sync portfolio companies from another system.
1

Prepare your CSV

  • Required columns: Your CSV should include company names and domains where available.
Include historical domains in a separate column that maps to Concrete’s additional domains field. This is common for companies that rebranded or changed domains. It helps Concrete identify all relevant history.
2

Start the Import

From your fund page, click the import icon in the top right corner to begin the bulk import process.Starting bulk import from fund pageSelect your CSV file containing the list of companies and their websites. The file should include at minimum:
  • Company names
  • Domain/website URLs
3

Map Your Columns

Map the columns in your CSV file to Concrete’s company fields. Name and domain are required fields that must be mapped for a successful import.Mapping CSV columns to Concrete fieldsRequired Fields:
  • Name: Company name (maps to your “Company” or “Name” column)
  • Domain: Company website domain (maps to your “Website”, “Domain”, or “URL” column)
4

Preview and Import

Review your import list, which automatically accounts for duplicates and validates the data. Make any final adjustments before submitting.Previewing import list with duplicate detectionClick Import once you’re satisfied with the preview.

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Troubleshooting

  • If you’re having trouble with the import, do not hesitate to contact us. We’re happy to import the list on your behalf.

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After Import

Once your import is complete:
  1. Review imported companies on your fund page
  2. Update company details as needed
  3. Start tracking communications - Concrete will begin processing relevant emails immediately
Your newly imported companies will start appearing in touchpoints and communications as Concrete processes your email history.