# Data Manager
## **Uploading your data**
There are two ways to upload your data: bulk upload via our data upload template, or directly on the app via our Data Manager tool. Instructions for bulk uploads via our Data Upload Template are below.
**Note: Drag & Drop / Browse files method should only be utilized once your data is formatted in the designated template provided.**
To download the template used for your upload, click the hyperlinked Excel file within the first line of instruction "Data Upload Template."
*Tip: The data fields marked with a red asterisk are compulsory!*
***Tiering your data***
When uploading your properties, you are required to create your first tier. Tiering is essential for building parent/child hierarchies within your dataset. These hierarchies capture nuances like internal/ external reference data surrounding fund/ portfolio composition, including, but not limited to:
* Firm,
* Fund,
* Strategy
* Manager/Operator,
* Portfolio/Investment/Pool/Deal,
* Capital Contribution,
* Etc.\
\
\
*Tip: Swap "INSERT TIER 1 NAME (ex. Strategy)," etc., for your desired nomenclature - this will reflect in the UI & subsequent exports!*
**Note: Each Tier 1, 2, and 3 has its own child tiers, and while the names could be the same, parent tiers are always unique.**
**Caution: Deleting a tier will remove the associated underlying data since the tier serves as a grouping mechanism. Alternatively, to retain the underlying data, update the current tier to another, and then proceed with the deletion of the now-empty, i.e., former parent tier.**
## **Editing your data**
Once your data is uploaded into the application, it will appear in the "Assets" tab of the Data Manager. Here, you can filter your data entries, check their upload status and review their composition for potential edits.
*Tip: After selecting an asset (or multiple assets), right-click to either edit, duplicate or delete the entry(-ies). You can create another row by clicking "Add Property," with option to add further granularity by ticking "Show additional fields," and quick-search for properties by address, state, ZIP code, etc.*
**Caution: Data fields with material impact on the location of your asset (Street Address, City, State/Provence, Country, ZIP Code and/or Lat/Long Coordinates) will consume another credit if changed!**
***Bulk-editing Your Data***
To apply a change across multiple assets at once, select a single asset in a given dataset within the Data Manager, right click (as shown above), select edit, edit the desired field and hit "Apply to All," and submit the change using checkmark as depicted below.
*Tip: Make sure you've "selected" and "applied" filters to your data as to not inadvertently affect another other assets when applying a bulk edit!*
***Exporting your data***
Data Manager Download
To export your data from the Data Manager, navigate to the middle "button" in the upper-right hand corner of the interface.
*Tip: Remove any filters if you'd like to export ALL your property data.*
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