Importing Data

Learn how to import your data to set up your dashboard and make it accessible for your investors.

Importing your data is one of the first and most integral steps to making full use of your investory.io account. This makes your data accessible and easily shareable with your investors, and will prove useful when using the dashboard and preparing monthly updates.

From the dashboard, go to Data → KPIs.

You can choose between three different ways to import data:
 – Google Sheet API 
 – Excel Import
 – Manual Input

Google Sheets Sync

To import your data through Google Sheets, select “edit” for any of the standard KPIs shown.

To connect to your Google Sheets, select the green “Sheets” tab and then “Connect Google Account.” Choose the appropriate account, and allow investory.io access to the account’s spreadsheets.

KPI templates are provided on the Resources page for you to download. It is important that your template has Date (in date format), Actual and Plan values for each of the KPIs you wish to display.

After selecting the correct file and sheet, data will appear in the window, and you can select the columns or rows to be used for the KPI being edited.

Use the Green “wand” icon to select your time (row or column), blue wand to select your actuals and orange for planned values. TIP: where no data is available, populate fields with zero (0).

Excel Import

To import through Excel, select “Excel Import” in the top right corner.

Use the “New KPI Import” and download the Excel Template from the pop-up window. For the excel import to work, this formatting is required. 

Once you have populated your values, simply “Upload” and all your KPIs will appear. 

TIPS: Make sure to populate empty cells with zero (0).  You can add Custom KPIs to the template.

Manual Input

To manually input your data, select “edit” for any of your KPIs.

Simply enter the values into the boxes on this page. You can add or remove rows using the “-/+” button at the bottom of the table. Rows can be added to the top or bottom of the table.

TIP: Manually inputted data should always be exported or recorded elsewhere. 

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