Data imports

Employee Plans

• How to bulk (import) options
• How to bulk (import) issue warrants on Capdesk
• How to bulk issue (import) share grants
• How to bulk issue (import) phantom (virtual) shares
• How to bulk import Restricted Stock Units (RSUs)

Shares

• Basic Import (Share Issuance Only)
• Basic import with share transfers
• How to Import With Transfers and Share Numbers
• How to convert shares in an import file

Convertible Loan Notes

• How to bulk issue (import) convertible notes