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Customer Help for Fundipedia
Knowledge Base
API
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Getting started
Authentication
Objects and fields
Pagination
Webhooks
6 articles
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Change Events
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Using the Change Event System - v1.4.6
Approving data
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What is the process for approving a change to one or more fields?
How do I define which user groups can approve field changes?
Editing the Number of Approvals for a Field
Editing data
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How do I edit data in an object such as a Fund or Share Class?
How do I create a new Fund?
Creating a Share Class
Importing CSV files into Excel
Morningstar
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Updating MPS with new share class
Linking a new or existing Fundipedia field with MPS
Reporting
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How do I create a Report?
Using Reporting Standards - v1.4.5
Schema Management
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How do I add a field?
How do I delete a field?
Assigning permissions for new field
Field Variations - v1.4.6
How do I add a group?
9 articles
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User management
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How do I change my password?
How do I create a User?
How do I delete a User?
How do I assign a user to a Group?
Reviews
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The Review System
All articles
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How do I change my password?
How do I edit data in an object such as a Fund or Share Class?
What is the process for approving a change to one or more fields?
How do I add a field?
How do I create a Report?
32 articles
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Knowledge Base
API
6
articles
Change Events
1
article
Approving data
3
articles
Editing data
4
articles
Morningstar
2
articles
Reporting
2
articles
Schema Management
9
articles
User management
4
articles
Reviews
1
article
All articles
Fundipedia