If you have Firm, Product, or Contacts information that you would like to upload to your firm's DiligenceVault portal, there are two different ways to upload the information in bulk. You can use DV's pre-defined Bulk Upload Excel Template (see here for additional information). If your data is in an Excel sheet, you can also use the Custom Entity Upload tool to avoid having to copy and paste into the pre-defined bulk upload template.
Navigate to Firm Settings > Bulk Upload > Users & Entities
Click on Custom Upload. Then click on Select File and browse for your Excel sheet. Mark the checkboxes for the entity types that you would like to upload. Then click Next.
For each entity type that was selected from the previous page, select the Sheet Name from the dropdown that matches the entity type.
The system will display the headings from your Excel sheet. Select from column dropdown lists on the right side to match a DV data field with a specific column from your Excel sheet. The DV fields in the dropdown list that are starred are mandatory fields. Make sure that all the mandatory columns are mapped. The upload will not process without all the mandatory columns.
If you would like to upload updated information in this same format again, you can use the Save button to give a Name and Description to this sheet mapping. (You will need to save the mapping for each sheet separately.) This will save you from having to map these fields each time you upload this document. Click on the Use Saved Mapping dropdown if you already have a saved mapping for this sheet.
Once all the Mandatory Columns have been mapped, click on Process Upload. In the pop-up window, click on Upload to start importing the information. Otherwise, click on Review to return to the mapping screen.
An email will be sent with an attached Excel file containing the Bulk Upload results. This Excel file will have additional columns that will tell you whether or not the upload/update was successful for each row.
You can also check the Manage menus to make sure the information was uploaded and updated properly.
Please see the video below for a full walkthrough.