--- title: How to Import and Update Investments in K1 Aggregator description: Step-by-step guide to importing and updating investment records in K1 Aggregator using the import template. Learn how to download the template, add investment data, export for edits, and troubleshoot import errors. --- [Skip to content](https://support.k1x.io/how-to-import-and-update-investments-in-k1-aggregator#main-content) [Submit A Support Ticket](https://support.k1x.io/kb-tickets/new?hsLang=en-us) [Client portal](https://support.k1x.io/tickets?hsLang=en-us) [![Group 16](https://support.k1x.io/hs-fs/hubfs/Group%2016.png?width=75&height=75&name=Group%2016.png)](https://support.k1x.io/?hsLang=en-us) - [Knowledge Base](https://support.k1x.io/) Open main navigation Close main navigation - [Knowledge Base](https://support.k1x.io/) - [Submit A Support Ticket](https://support.k1x.io/kb-tickets/new) - [Client portal](https://support.k1x.io/tickets) How can we help? - There are no suggestions because the search field is empty. 1. [K1x Knowledge Base](https://support.k1x.io/?hsLang=en-us) 2. [K1 Aggregator](https://support.k1x.io/k1-aggregator?hsLang=en-us) 3. [Core Workflows](https://support.k1x.io/k1-aggregator?hsLang=en-us#core-workflows) September 3, 2026 # How to Import and Update Investments in K1 Aggregator ## Importing and Updating Investments in K1 Aggregator One option for getting your investment data into K1 Aggregator is by using the Import Template. You can download the template from the Manage Investments screen: ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/25346548418711-2-1-1.png) ### Adding Investment Data You can include as much or as little data as you wish for each investment row. Please be sure to populate all required data columns. ### Required Fields | Column | Field name | | --- | --- | | A | Investment Name | | B | Entity Type | | L | Partnership EIN | | T | Partner's EIN or SSN | ### Update Investments You can also import updates to investments using the import template. The easiest way to make updates is by exporting your list of investments (which has the same format as the import template), making any necessary edits, and then importing those changes. To export: - Click 'Select All' to select all investments (or individually select the investments you want to export) - Select 'Export Selected Investments' in the dropdown - Your file will be generated, and when ready, can be downloaded from the 'bell' icon at the top of the page ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/26762389254423-2-1-1.png)   **Caution:** Please note that when using the Bulk Actions import feature to update investment data the Estimate/Actual, Status, and Received Date columns will update. To avoid mass changes, please keep note of the Estimate/Actual, Status, and Received Date columns. These columns will require manual updates once bulk updates are made using the import feature.  **Note:** Any field that is blank in the import file will clear the field when importing. For example, if you have data in the 'Activity Number' field, but you delete the activity number from the import file, the activity number field will be blank in the investment record in K1 Aggregator. ### Troubleshooting If all required fields have data, and your investment records still fail to import, ensure you're using the most recent template version. When in doubt, download a clean template file. When copying/pasting from another data source, please PASTE VALUES. 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