Bulk Import Cap Table Data
- 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
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
Instructions by spreadsheet template tab
See related articles below for instructions by spreadsheet template tab.