When uploading in bulk, you can use the Data Upload tool to quickly import client information into your Gemifi account.
When using the Data Upload tool, company information will need to be added to your account before you are able to use the quick upload options for client and equity data.
Bulk upload a client
1. Once you've logged into your Gemifi account, to bulk upload client data, first select the Data Upload button from the menu on the left side. On the Data Upload page, select Client from the menu at the top.
2. Select the Download Template button to download a CSV with the pre-filled column headers. Fill in the fields with the appropriate data, save the update, and upload the new CSV to the upload box.
The following fields are present in the Client CSV:
First: (Required) The client's first name.
Last: (Required) The client's last name.
Email: (Required) The client's email address.
Company: Add the current company to allow for future vests of the company's stock to trigger.
Company Start Date: Fill in the start date for the company. If this field is left empty, Gemifi will pre-fill with December 31, 1969 and mark the company as the current company.
Company End Date: Fill in the end date for the company if available.
State: Adding the state will be helpful for the State Tax Report on the Reports page.
State End Date: Fill in the end date for living in the state if available.
State Start Date: Fill in the start date for living in the state.
3. Once a new client is uploaded, if edits are needed, select that client from the Clients page to make any edits necessary.