# Importing investors

> Bring your investor list from a spreadsheet into a round with a CSV file. Match the columns, preview, then import. Importing again adds no duplicates.

Source: https://delsivo.com/help/fundraising/importing-investors · Updated 2026-11-06

## Key takeaways

- Import a CSV file with one row per investor and a header row; only the firm or investor name is required.
- Delsivo guesses which column is which, and you can change any of them before importing.
- The preview shows new investors, investors that will be filled in, unchanged ones and rows with a problem.
- Investors are matched by firm name, and an import only fills empty fields, so importing the same file twice changes nothing.
- The file is read in your browser and isn't stored.

Open a round, then **Round → Import investors** (or **Import** on the pipeline). Choose a CSV file, check how its columns match, look at the preview and tap **Import**. It takes four steps: **Choose a file**, **Match columns**, **Preview** and **Import**.

## Prepare the file

- Save your sheet as CSV. In Excel or Google Sheets, use **File**, then **Download** or **Save as**, then **CSV**.
- Keep one row per investor and a header row. Up to 2,000 rows and 1 MB.
- Only the firm or investor name is required. **Download a template** gives you the usual columns.

| You can import | Examples |
|---|---|
| Firm or investor name | Harbour Lane Ventures |
| Partner you talk to, investor type, priority, source, introduced by | Angel, Venture fund, Warm intro |
| Cheque size, commitment | 250000, 250k, 1.5m |
| Probability (%) | 40 |
| Expected close | 2027-01-31 or 31/01/2027 |
| Stage | A stage name from the round, for example Engaged |
| Contact name, email, role and LinkedIn | Several rows for the same firm add several contacts |
| Tags and a note | Tags separated by commas |

A row without a stage, or with a stage the round doesn't have, goes to the first stage.

## Match the columns

Delsivo reads the headers and guesses each one, for example "Fund" or "Investor" as the firm name and "Ticket" as cheque size. Change any column with its list, or choose **Don't import**. You need one column for the firm or investor name.

## Preview and import

Tap **Preview the import**. You see:

| Count | Meaning |
|---|---|
| **New investors** | Firms not yet in the round |
| **Filled in** | Firms already in the round; only their empty fields are filled and new contacts added |
| **Unchanged** | Firms already in the round with nothing new |
| **Rows with a problem** | Skipped, with the row number and what's wrong, such as "No firm or investor name." |

Tap **Import**. When it finishes, open the pipeline to see the new cards.

## Frequently asked questions

### What happens if I import the same file again?
Nothing changes. Firms are matched by name within the round, so no duplicates are added.

### Will an import overwrite what I typed?
No. An import only fills fields that are empty on an investor already in the round. To change a value, edit the investor.

### Is my file uploaded?
The file is read in your browser. Only the rows you import are saved, in your private CRM.