Data imports

Employee Plans

• How to bulk issue equity grants
• How to bulk import option grants
• How to bulk import warrants
• How to bulk import share grants
• How to bulk import phantom (virtual) shares
• How to bulk import Restricted Stock Units (RSUs)

See all 8 articles

Shares

• How to bulk import shares (issuances only)
• How to bulk upload share transfers
• How to bulk Import share issuances with transfers and share numbers
• How to convert shares in an import file

Convertible Loan Notes

• How to bulk import convertible notes