To import historical Commitments click the Import Commitments button in the upper right of the Commitments area. This allows GPs to manage and track investor commitment and allocation information that may have been initiated outside the Verivend platform.
Note: Contacts must be added to your Organization (entity) first before importing Commitments. Please see Contacts Overview for more information about adding, uploading, and managing Contacts for your Organization.
The Import Commitments screen provides an overview of the fields required to import Commitments and the template for importing Commitments. Use the provided template to format your Commitment data before starting the import. Make sure your import file contains the header row included in the template file.