Bulk importing shareholder allocation

Use Diligent Equity Financing Round Allocation import template to bulk add shareholders to existing rounds or new rounds in your cap table.

Tip

If you need to get access to the Import Template, contact equity@diligent.com

Make sure you follow these guidelines while using the template:

  • The Name of the Issuance in Diligent Equity must exactly match the Name (column B) used in the import file.
  • The Issuance Round must exist in Equity before uploading the import template.
  • Type (column A) must always be Grant.
  • Remove the sample data from the template prior to importing.
  • File type must remain a CSV to import.

After you have you have done your checks listed above, you are ready to start your bulk import.

  1. On your toolbar select Save record for current cap table.

  2. Go to the Utilities section in the navigation sidebar and select Utilities.

  3. Select Import Csv.

    File explorer opens on your device.

  4. Select the CSV file you want to import.

    Equity will import the new allocations to the cap table and refresh your screen.

If the file doesn't import correctly, or there are errors post import, you can revert back to the previous version of the cap table from the Versions Tab.