> For the complete documentation index, see [llms.txt](https://docs.adminremix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.adminremix.com/asset-management/settings/funds.md).

# Funds

## 1 - Creating a Single Fund

1. Click the + button at the top right of the screen and select Create.

<figure><img src="/files/wvbHyoWjIj5rPXyjibnP" alt=""><figcaption></figcaption></figure>

2. Fill in the information for the Fund that you are creating.

<figure><img src="/files/WykNV8wrmvhLnWVGZSrb" alt=""><figcaption></figcaption></figure>

3. Once you've created the fund, it will automatically update on the fund page.&#x20;

## 2 - Bulk Create in System

1. Click the + button at the top right of the screen and select Bulk Create.

<figure><img src="/files/wvbHyoWjIj5rPXyjibnP" alt=""><figcaption></figcaption></figure>

2. Type the information you have for each fund into the fields, click the "+ Add Row" to add more rows, to tab through the fields to create another row.&#x20;
3. Click Save when your have completed all the funds for this upload.

<figure><img src="/files/43uceYQJHCDN6LXC5Ss4" alt=""><figcaption></figcaption></figure>

4. Once your bulk create is completed, you will receive an email letting you know the upload is complete.

## 3 - Bulk Create through Upload

If you have your own CSV, you will not need to do this first or second step.

1. Download our template by clicking the + button at the top right of the screen and selecting download template.

<figure><img src="/files/wvbHyoWjIj5rPXyjibnP" alt=""><figcaption></figcaption></figure>

2. Input your information for all the funds you would like uploaded into the template.&#x20;
3. Upload your CSV into our system by clicking our upload button located on the right side of the screen.

<figure><img src="/files/8UzN46bC2ZxYg0Y169KD" alt=""><figcaption></figcaption></figure>

4. Map your data. Make sure that each of your headers is able to be mapped, either green or yellow. **\*If any are red you will not be able to move to the next page.**

<figure><img src="/files/efmaX9TVcJ55WSMWKQKG" alt=""><figcaption></figcaption></figure>

5. Continue mapping your data, you can edit anything on this next page.
6. Confirm your upload.
7. You will receive an email when the upload is complete.


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