Adding stakeholders

In Ledgy, you can create stakeholders in various ways depending on the number of stakeholders you wish to import and your location within the platform. Note that the stakeholder name and identifier should be unique.

Methods of adding a stakeholder

  • Adding one stakeholder on the Stakeholders page
  • Adding one or multiple stakeholders using Bulk import on the Stakeholders page
  • Adding one or multiple stakeholders using Excel import
  • Adding one stakeholder when creating a single transaction
  • Adding one or multiple stakeholders through integration with an HR system

Adding one stakeholder on the stakeholders page

  1. On the Stakeholders page click Add stakeholder
  2. Provide name of the stakeholder and fields you would like to include
  3. Click Save

Adding one or multiple stakeholders using Bulk import on the Stakeholders page

  1. On the Stakeholders page click Bulk
  2. Prepare the data from your current spreadsheets:
    Note: First and last name should be indicated within the same cell.
  3. Copy the data into the grid
  4. Click Save

Adding one or multiple stakeholders using Excel import

  1. On the Stakeholders page click Import in the upper right corner

  2. Within the modal, select a template for either Natural person or Legal entity

    Note: Legal entity is a company, whereas a natural person is anyone representing their own person such as your employees, founders and similar.

  3. Click Template to download the requested template

  4. Prepare the data from your current spreadsheets:

    Note: First and last name should be indicated in the same cell.

  5. Delete the example row, and copy your data into the Excel template

  6. Save the Excel template

  7. Either drag and drop the Excel file into the box within the modal, or click on the Excel icon and select the file

  8. Click Import now

    Note: If the input should be changed, the row with invalid input will be indicated within the window. Please go back to the original document, adjust it and try again from step 6.

Adding one stakeholder when creating a single transaction

  1. Create a transaction

  2. Write a name of a new stakeholder in either From stakeholder or Beneficiary fields and press Enter

  3. The stakeholder is created

    Note: The stakeholder will be added for the purposes of this transaction. If you want to have more information on the stakeholder, edit them later following the instructions in the article Editing stakeholder data.

Adding one or multiple stakeholders through integration with an HR system

For information on adding stakeholders using an HR integration, please, follow the instructions in the article Managing stakeholders through an HR integration.