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Client Uploader - Bulk Import Client Data into Asset-Map
Client Uploader - Bulk Import Client Data into Asset-Map

Import date to create multiple Households for one or more advisors in Asset-Map Platform using this feature

Michael Schwabe avatar
Written by Michael Schwabe
Updated over a year ago

Asset-Map provides a simple solution to help you import your book of business into the Asset-Map Platform. The import includes people information and assets.


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1. Download our pre-formatted Excel spreadsheet 👉 here.

TIP: You can find helpful formatting information in the "Column Explanation" tab.

Email Support@asset-map.com if you have any questions.
2. Clear the example data and map/enter YOUR client data into the spreadsheet.
3. Save as CSV and securely transfer the file to Asset-Map Support.

Once the formatted data is provided to us securely by you, the typical turn-around time for a standard client upload is 1-2 business days depending on size and scope* of data set.
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*Professional Services costs may be incurred for extreme data sets. A member of our support team will contact you prior to an upload into the platform.

5/2023

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