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How Do I Add a List of Companies to the Portfolio?
How Do I Add a List of Companies to the Portfolio?
Janine Zappeij avatar
Written by Janine Zappeij
Updated over 9 months ago

Welcome to our step-by-step video guide on importing data into D&B Finance Analytics Advantage. This demonstration includes the following steps:

  1. Import template: Learn how format the list of companies by using the import template;

  2. Country codes: Identify the corresponding ISO country code for each company.;

  3. Import data: Select a file to easily add a list of companies to your portfolio;

  4. Inactive companies: Remove inactive companies from the portfolio;

  5. Change account numbers: Change matched account numbers so that they match your own administration.

Let's get started on unlocking the insights you need!

Ready for the next step? Continue your journey in D&B Finance Analytics Advantage and watch the follow-up demonstration video on profile settings.

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