1. Go to the IronVest Dashboard and click on the Account icon.

  2. Click Settings

  3. Scroll to the bottom and Click Import

  4. Select the product you would like to import from.

  5. Click Choose CSV File

  6. Find the exported file and click Open
  7. Make sure the columns on the IronVest website match the columns on the CSV by using the Dropdown

  8. Click Import at the top right. 

Note: If you're experiencing any issues, please contact support at support@ironvest.com.