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Add Prior Year Data

Prior year information can be entered into the application by using blank Excel templates provided within K1 Aggregator.

Prior year information can be entered into the application by using blank Excel templates provided within K1 Aggregator.

Download the import template:

  1. Open your Instance
  2. Go to "Manage Investments" tab
  3. Click on the dropdown (item 1 below)
  4. Click "Download Import Template" (item 2 below)