How to bulk import transactions via Ledgy's Excel template?

To bulk import all of your convertibles, transfers, share issuances, or employee grants (Option, Phantom, Warrant) you can use Ledgy's Excel import function.

What do you need to do before using the importer?

  1. Add all of your stakeholders on the Stakeholders page
  2. Gather the documents for convertible loans, transfers, share issuances, and/or employee grants

Where can you find the importer?

Go to Ownership > Transactions and in the top select the Import button

How to use the importer?

1. Select and download the template (double check that you select the correct template from the dropdown list)

2. Add your data and remove the example row

3. Upload the file back to Ledgy

Convertible loans

ConvertiblesFormatting tips:

1. Date needs to be in the European format (DD.MM.YY)

2. The stakeholder names have to match the stakeholder names in Ledgy

3. Use dots for decimals in numbers

4. Discount and interest have to be entered without the % sign

 

After you have imported the convertible loans, you can convert them into shares:

  • manually
  • in bulk, by referencing them in the Share increase template

Share issuance (financing round, investments...)

Screen Shot 2020-07-23 at 8.58.58 AM


If a new share is created and granted to a stakeholder, you can import that with this importer. Specifically, this template helps you import:

  • all financing rounds
  • one-off investments
  • conversions of existing convertible loans to shares

Formatting tips:

1. Date needs to be in the European format (e.g. DD.MM.YY)

2. The stakeholder names have to match the stakeholder names in Ledgy

3. Use dots for decimals in numbers

4. Share class has to match an existing share class in Ledgy

5. If you're converting a convertible loan, enter the already discounted price into the Share price column.

 

Transfers

Screen Shot 2020-07-23 at 12.18.12 PMThis template can import transfers of existing shares between two stakeholders. 
Specifically, this template helps you import:

  • Selling and purchasing of shares from one stakeholder to another
  • Selling or purchasing from the company Treasury to another stakeholder

Formatting tips:

1. Date needs to be in the European format (e.g. DD.MM.YY)

2. The stakeholder names have to match the stakeholder names in Ledgy

3. Use dots for decimals in numbers

4. Share class has to match an existing share class in Ledgy

 

Employee grants

grants

This template can import options, phantoms, and warrants that come from the same pool. 
Specifically, this template helps you import:

  • Grant details and vesting schedule
  • Documents, by specifying their exact name in the column 'Document names'

Formatting tips:

1. Date needs to be in the European format (e.g. DD.MM.YY)

2. The stakeholder names have to match the stakeholder names in Ledgy

3. Use dots for decimals in numbers