Bulk Import Cap Table Data

    The Captable.io import template helps you bulk import data from a large cap table. We recommend using it when you have more than a dozen instruments, or when you're migrating from a different cap table spreadsheet or system.

    The import template can be found in Step 2 of the onboarding process, or by clicking on the Cap table import options button in the Ownership -> Cap Table Overview view:

    Spreadsheet template header color legend

    • Orange - required fields
    • Yellow - required if another field has data. For example, if you enter Preferred for a stock class' type, you also need to enter conversion rate.
    • Blue - optional fields

    Instructions by spreadsheet template tab

    See related articles below for instructions by spreadsheet template tab.

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