Bulk Upload
Here’re the steps to bulk upload the data to your Qapita Account.
- Sign in to your Qapita Account.
- Click Settings on the left menu and select Bulk Upload .
- Select the Template you want to update
- Mark Separation
- Stakeholder - Individual
- Stakeholder - Institutional
- Share Issuance Transaction
- Share Issuance Equity Award Transaction
- Convertible Issuance Transaction
- Warrant Issuance Transaction
- Share Buyback Transaction
- Share Transfer Transaction
- Share Class
- Convertible Class
- Warrant Class
- User Invitations
- Grant Awards - Option Awards
- Grant Awards - Share Awards
- Grant Awards - SARs
- Cancel Units
- Recognize Units
- Record Exercises
- Approve Exercise Requests
- Surrender Units
- Fair Value - Financial Reports
- Mobility
4. Click on Download Template or Download Template with Data (If you want to add or modify the data already present)
5. Update the template and upload the modified template. If there are any errors, the system will let you download the error spreadsheet. Please make corrections in the uploaded file and begin the uploading process.
6. Upload the Support Documents if any.
7. Submit data to system.
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