How to Merge Shareholders

When importing your data to Captable.io from the excel template, you may have two entries for the same shareholder. This can happen due to the shareholder's name being typed differently in the Shareholder_Names column. To merge these, copy the Shareholder_Name and email cells from one entry and paste to the other. This will resolve any minute special character issues that may be making the system think these are two separate shareholders. (see below)

Though both entries for the name and email look the same, "Abhishek Kumar " in line D5 has an extra space. Due to this, D4 and D5 will be recorded as two separate shareholders.

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