It is possible to simply import data into Orbit Asset via Orbit Intelligence and its pruning module (Orbit Intelligence Premium).


Step 1 : Export a pruning XLSX


On your Orbit Intelligence account (level Premium):

  • Launch a « Portfolio pruning activity »
  • Follow the instruction and choose the wanted portfolio to import
  • Export (step 7)


Orbit Intelligence - Pruning Module


Step 2 : Import your pruning XLS in Orbit Asset

  • In the ADMIN section, select « Import Excel »
  • Select « Pruning »
  • Upload your pruning XLSX and click on « Validate »

 

Import Excel section - Available for use with a Admin level of right


Step 3 : Vizualize the portfolio in the section « Portfolio »