What changed

Step 1 of the Portfolio Shift CSV mapping setup now gives clearer guidance on identifying a cash row. This helps you build mapping templates that recognize cash positions automatically on future imports—so you spend less time re-mapping cash each time you bring in a new file.

If you try to continue without selecting a cash row, you’ll see a confirmation message that explains the tradeoff and lets you either go back to select cash or continue without it.

Where to find it

1. Go to Portfolio Shift
2. Select Import CSV
3. Choose Create New Mapping
4. In Step 1, review the guidance above the table and select the cash row (if your export includes cash)