How to streamline your data gathering with RFI upload

Once your client has filled in the RFI template you downloaded from Sloc, you can upload it back into Sloc to update your market data.

This allows you to bring external inputs directly into your structured analysis without manual re-entry.

Note: You can only upload RFI templates generated from Sloc. Files created outside of Sloc are not currently supported.

When to use this

Use the upload feature when:

• You have sent a Sloc RFI template to your client

• The client has completed or updated the spreadsheet

• You want to merge their inputs back into your project

How to upload an RFI

From the Prepare markets screen:

• Click the upload icon in the top right

• Select your completed RFI file

You can either:

• Drag and drop the file

• Or click Select file

Once selected, click Next to proceed.

Change review

Before applying any updates, Sloc will analyse the file and show you what has changed.

This includes: Number of market changes detected

If no changes are detected, you can still proceed, but no updates will be applied.

Uploading without restricted editing

If your original RFI was created without restricted editing:

• The system will detect all changes made in the spreadsheet

• You can directly upload and apply them

This is the simplest workflow, where all editable fields are treated equally.

Uploading with restricted editing

If your original RFI was created with restricted editing enabled, the workflow includes an additional step.

You will see:

• Confirmation that a restricted template has been uploaded

• Which companies are affected

Because only specific companies were editable, you now need to decide how to merge the updates back into your dataset.

Merge options

You will be asked to choose how the uploaded data should be applied.

Adjust market size

• Updates the overall market size based on uploaded values

• Keeps competitor values and Others (unknown) fixed

Use this when the new data reflects a change in total market size.

Adjust Others (unknown)

• Keeps the total market size fixed

• Adjusts Others (unknown) to account for updated company values

Use this when you trust the total market size but want to refine known company shares.

Reapportion competitors

• Keeps the total market size fixed

• Redistributes shares across competitors and Others (unknown)

Use this when updates affect the overall distribution rather than absolute totals.

Applying the upload

Once you’ve selected your merge option:

• Click Upload RFI

The system will apply the detected changes to your markets.

What to do next

After uploading:

• Review each affected market in the workspace

• Check for any discrepancies or unexpected changes

• Reconfirm markets where necessary

Once everything is validated, you can proceed to analysis.