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Data Uploads

Updated: Feb 5

The Data Upload Table is in the Setup Department.

It is used to import clients from a .xlsx file.

If you still need to prep your Excel template, please refer to this post.



To do the upload


  • Click on 'ADD RECORD' in the top right corner.



  • Then click on Save&Edit.

  • A tab will appear in the top right corner titled Documents.


  • Click on Documents,

  • Drag and drop your Excel file into the window.

  • Go back to the details tab and make sure that the status shows submit.

  • Click Save

  • Give it a few minutes, then refresh the table.

  • The status will have changed to Processed or Data Error Refer Notes.

*If you have multiple firms you will need to upload one firm at a time. Save an Excel file for each firm and in the details screen select the firm which file you just attached. Click Save&New and add the next firm.



If the status shows Data Error Refer Notes.


Please click on the record, then read through the notes field. It will describe where an error needs to be corrected to the exact cell.


After correcting the error, the file can be attached again by:

  • Clicking on the record

  • Going to the Documents tab

  • Deleting the old file by clicking on the bin icon.

  • rag and drop the corrected file into the window to attach the corrected document.

  • Go back to the Details tab

  • Change the status to Submit

  • Save

  • Give it a few minutes, then refresh the table.

  • The status will have changed to Processed or Data Error Refer Notes.


If the status shows processed


The upload was successful. You can confirm the correct number of clients has been uploaded by comparing the number of rows inserted in the note field to the number of clients in your Excel. This number should also be the same as in the bottom right corner of the client table.


If you struggle with the upload, please send an email to support@mydatagrows.com. Our team is here to assist.

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