Upload Accounts in Bulk
Updated: Sep 30, 2022
Ensure that your import file is in the correct format by comparing or using
our sample file below:
After exporting your data into an Excel template, sign in to the online portal.
In the menu bar, click the Upload Accounts in Bulk button.
Drag and drop the file you would like to upload, or click Select File to find the file on your computer.
Make sure to click Upload in order to get the file transferred to Fair Capital.
In addition to uploading your files via the online portal, you may also send them by email to firstname.lastname@example.org.
Please allow approximately 24 to 48 hours for your file to be processed.