Issuing Shares (Via Import File)

You can import share issuances in bulk using an excel spreadsheet available in Capdesk. 

Shares issuances can be easily reflected in the platform individually or in bulk. Capdesk also allows you to issue shares in bulk with the aid of an import file (excel spreadsheet). All shares are linked to a share class, so make sure that you already have a share class created.

1. Go to the Shares > Transactions.

2. Click Bulk import actions.

3. Click Download to obtain the excel spreadsheet.

4. Complete the downloaded spreadsheet. The required fields will be in blue columns. These are the mandatory fields:

• First name - Completed in case your shareholder is an individual.
• Last name - Completed in case your shareholder is an individual.
• Registration number - Completed in case your shareholder is a company/entity. It is the ID number of company registered with authorities. 
• Company name - Completed in case your shareholder is a company/entity. 
• Country - Country of residence of an individual stakeholder or country of incorporation of the entity.
• Email - Email address of the recipient of the new issuances.
• Stakeholder category - Choose the category that best applies to your stakeholder from one of the options in the drop-down menu in the spreadsheet.
• Price - Price per share of the transaction.
• Quantity - Number of shares being issued.
• Date of Transaction - Issuance date of the new shares.
• Share class - The share class that the shares are being issued under. 

5. Click Upload and select the completed spreadsheet from your computer.

6. Click Import data once the file is uploaded.

7.  The platform will process the data in the file. Click Publish to publish the transactions or Review Imported Data to review them.

8. In case your file needs adjusting, you will be able to either download the processed file to see errors or you can contact Support for further assistance.