Set up your import file

Requirements for all import files

• The import file must be  .csv, .xlsx, or .xls file.
• The import file should contain fewer than 300 objects/rows.
• Include a header row in your file.
  • During the import process, you will have the option to manually map your column headers to fields in our system.

Requirements for importing contacts

• Below are the current fields included in the our template with required fields marked with an asterisk (*). Please pay special attention to the format of fields to reduce potential upload errors
• Contact Type*: Must be either an 'Individual' or 'Account Owner for Entity' (in both cases, the primary party you intend to sign the final subscription document). Additional contacts such as joint tenants, beneficial owners, or info about the entity can be added after the initial contact is uploaded
• First Name*: Legal first name of contact
• Last Name*: Legal last name of contact
• Email*: Primary email address of contact
• Date of Birth*: Must be in MM/DD/YYYY Format
• Street 1*: Main street address of contact
• Street 2: Optional apartment number, floor number, building name, etc.
• City*: Name of city contact resides in
• State/Region*: State contact resides in. Can be Full state name or 2-letter abbreviation (New York or NY)
• Postal Code*: 5 digit zip code contact resides in
• Country of Residence*: 2-letter abbreviation of country where contact resides
• Citizenship*: Country where contact is a legal citizen
• Phone #: Contact's main phone number. Phone number must be in NNN-NNN-NNNN format
• Investment $: The amount that the advisor would like to allocate for the client to invest. This will not automatically send out a subscription document
• Custodian:  If the contact has a custodial account, the name of the custodial firm where the account is held
• Custodian Email: If the contact is an Individual Retirement Account or other self-directed defined contribution plan or the person executing this Subscription Agreement is a directed trustee, then please provide the email of individual who established the Individual Retirement Account, the investing participant in the self-directed defined contribution plan, or the person who directed the Investor’s investment in the Fund
• Custodian Tax ID #: If the contact has a custodial account, the tax ID associated with the account
• Custodial Account #: If the contact has a custodial account, the account #
• Custodial Account Name: If the contact has a custodial account, the legal name of the account/trust

Other important considerations

Existing contacts in the import file

If you import a file with information for existing contacts, any existing information will be overwritten by new values you've imported. RealBlocks checks for an existing object using email address.

Special characters in the import file