For information on preparing the Data Templates, please see Part 1 - Data Templates. For information on installing and using Data Loader, please refer to Understanding the Salesforce Data Loader. Mappings are located at the bottom of this article.

Step-by-Step Instructions for Uploading Historical Data

These steps must be completed in order.

Step 1: Upload Company Summaries

1. Choose the Insert action
2. For Select Salesforce object: search and highlight Company Summary (aduro__Company_Summary__c)
3. Click browse and select your .csv file and click Next
4. Verify the number of records to be uploaded looks correct and click OK
5. Click Choose an Existing Map and select the Company Summary Mapping file
6. Make sure a location is selected then click Finish and review any errors

Step 2: Upload Round Details

1. Choose the Upsert action
2. For Select Salesforce object: search and highlight Round Detail (aduro__Round_Detail__c)
3. Click browse and select your .csv file and click Next
4. Verify the number of records to be uploaded looks correct and click OK
5. Match aduro__Round_Detail__c to Id then click Next
6. Match aduro__Company_Summary__r to Name and RecordType to Name then click Next
7. Click Choose an Existing Map and select the Round Detail Mapping file and click Next
8. Make sure a location is selected then click Finish and review any errors

Step 3: Upload Transactions

1. Choose the Upsert action
2. For Select Salesforce object: search and highlight Transaction (aduro__Transaction__c)
3. Click browse and select your .csv file and click Next
4. Verify the number of records to be uploaded looks correct and click OK
5. Match aduro__Transaction__c to Id then click Next
6. Match RecordType to Name
7. Match aduro__Round_Detail__r to aduro__External_Id__c
8. Match aduro__Fund__r to Name then click Next
9. Click Choose an Existing Map and select the Transaction Mapping file and click Next
10. Make sure a location is selected then click Finish and review any errors

Step 4: Upload Valuations

1. Choose the Upsert action
2. For Select Salesforce object: search and highlight Valuation (aduro__Valuation__c)
3. Click browse and select your .csv file and click Next
4. Verify the number of records to be uploaded looks correct and click OK
5. Match aduro__Valuation__c to Id then click Next
6. Match aduro__Round_Detail__r to aduro__External_Id__c then click Next
7. Click Choose an Existing Map and select the Transaction Mapping file and click Next
8. Make sure a location is selected then click Finish and review any errors