Abstract: In one embodiment, a system for converting a flat-file containing pooled endowment fund data into a fund management database is provided. The system comprises a client computer, an import template, and a server. The server further comprises a database and an import utility, wherein data is moved from a previous source to the import template on the client computer and sent to the server. The import utility receives, parses and rationalizes import template data, converts balances, loads historical data and configures a relational database for use. The system allows a user to create a relational database from a flat-file, such as a spreadsheet.