Spreadsheet import errors

I’ve tried to upload my trades via the spreadsheet/CSV import tool but I’m getting a lot of error messages and the trades haven’t gone through to my Sharesight portfolio. Why is this happening?

Hi @Stephanie :wave:

With the CSV import, typically errors relate to either missing fields or an incorrect mapping to what is required for the import. Check out this link, it’ll give you an overview of what fields are required & the correct labelling of columns for the import.

If you still get stuck, feel free to reach out to our support team directly to give you a hand :grinning: