This is a guide on how to create an import file to bulk upload share issuances on Capdesk as well as recording secondary transactions (transfers)
The first step in using the import file feature to upload share issuances is to create the share class on Capdesk. You can find a support guide on how to do this here.
Once the share class has been created, you can start working on the import file.
Go to the Shares page on the left hand side - Transactions - and click on the grey Bulk import actions button. Here, you can download a CSV file templated populated with examples which you can use as guidance by clicking on the Download Sample CSV File button.
Here, you will see three options:
- Download guide - this option allows you to download a guide template which is essentially a worksheet explaining all the columns in the import file as well as an example import file. In order to successfully import the CSV file, there are some required columns which need to be filled - this is all explained in this guide.
- Download template - this option allows you to download a blank template to use for importing your data.
- Select file to import - you can use this option once your import file is ready to be uploaded onto the platform.
Once you have finished adding the data on the spreadsheet, save the file as .CSV. In order to upload the file, navigate to Shares - Import shareholders - Select file to import.
The system will now begin to process the file. This might take a while depending on how long your list is.
If there are any errors in the import files you will see the message below:
Click on Download Processed CSV to download a CSV sheet showing you the relevant errors. When you open the file, you will only need to look for the errors column and click on each individual error to find the explanation of what is wrong or missing.
In the above example, the error message suggests the share class has not been specified. You will need to update this in the original import file (the one you have created previously) and once done, re-import it using the steps mentioned above. Continue this process until the system approves.
When successful, you will see the below message:
You can disregard the warnings as these won't affect the data imported. Please note, all the data will be saved in Draft mode, for you to Review. In order to do this, click on Review imported data.
If however you are not happy with the data and wish to remove the file import, select Delete imported data.
Once you are happy with the data and wish to Publish, go to Imports on the left hand side (under Status) and click on the relevant import file. This can be found under the relevant transaction type category (eg. Shares, Option Grants, Share Grants) and can be differentiated by the date of the import (the file's name will be the date and hour the file has been imported).
You will then be taken to the Review and Publish page where you can select Publish imported data and all transactions will automatically be published. By clicking this button please note an invitation email will be sent to all the investors added in the import file!