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Import data

The import data tool allows you to transfer your existing excel based registry onto the Registry Direct software in three simple steps:
1. Investors
2. Transactions
3. Tax details

If you need help importing your data, just contact us.

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Importing data
Importing investors

Investors

Simply download our excel template and copy/paste your investors data onto the spreadsheet and upload the file.

Importing transactions

Transactions

Once the investors have been uploaded you can download our transactions spreadsheet to add and upload all your historic transactions.

Importing tax details

Tax details

Investor tax information including TFN/ABN details can be uploaded in bulk. Optionally for those that require, you can also upload investor FATCA and CRS declarations.