How to bulk upload investors to Delio and ensure their records are correctly linked to the Portfolio Reporting system. Follow these three steps in order — the link between systems depends on each step being completed before the next.
Step 1 — Add investors via bulk upload
Investors are added to Delio using the bulk upload feature in the Add Investor area.
- Navigate to Add Investor and open the Bulk Upload dialog.
- Download the Bulk Upload Template from the link shown in the dialog.
- Populate the template with one row per investor using the fields below.
- Note the Onboarding Journey ID you wish to assign — this is shown in the dialog — and add it to the
onboarding_idcolumn. - Upload the completed file using Select File.
| Field | Description | Example / guidance |
|---|---|---|
client_email | Investor's email address | jane.smith@example.com |
client_title | Honorific | Mrs |
client_forename | First name | Jane |
client_surname | Last name | Smith |
auto_send | Whether to automatically send the invitation email on upload | Accepts Yes or No. Set to No unless you intentionally want to bypass invite approval workflows — setting this to Yes will send the invitation immediately on upload, regardless of any approval workflows configured on the platform. |
onboarding_id | The ID of the onboarding journey to assign | The available onboarding journey IDs are shown in the Bulk Upload dialog. Copy the ID that corresponds to the appropriate journey for the investors being added. |
Step 2 — Retrieve investor GUIDs via user export
Once investors have been added, retrieve their GUIDs using the export feature in the Manage Investors area. The GUID is the unique identifier that links an investor's Delio record to the Portfolio Reporting system.
- Open Manage Investors and select Export all users.
- In the export dialog, select at minimum the following columns: User Guid and User Email.
- Choose Export all users as the scope, then click Export CSV.
- Open the downloaded CSV, filter to the investors just added, and note the User Guid, name, and email for each — these are used in Step 3.
Step 3 — Import investors into the Portfolio Reporting system
Download the import template from the Data Import area of the Portfolio Reporting system and complete one row per investor using the values below. Name and email can be copied directly from the export completed in Step 2.
| Field | Value to use |
|---|---|
| Unique Investor Reference | The investor's full name |
| Name | The investor's full name — copy from the Step 2 export |
| The investor's email address — copy from the Step 2 export | |
| Source | delio |
| Source ID | The User Guid retrieved in Step 2 for the relevant investor |
Process Summary
- Populate and upload the Bulk Upload Template via Add Investor in Delio
- Export all users from Manage Investors and note each investor's GUID, name, and email
- Complete and upload the Portfolio Reporting import template with Source =
delioand Source ID = GUID - Records are now linked across both systems and further imports can be made
Key points to remember
- Always create the investor in Delio first — the GUID cannot exist until this step is complete.
- Setting
auto_sendto Yes dispatches invitations immediately, bypassing any approval workflows. Only use this if that is the intended behaviour. - The correct
onboarding_idvalues are shown in the Bulk Upload dialog — select the ID that corresponds to the appropriate journey for the investors being added. - The GUID must be copied exactly — it is case-sensitive and any error will break the link.
- If an investor is added to the reporting system without a Source ID, or with an incorrect one, records will need manual reconciliation by your Delio administrator.
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