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How to use the Excel importer

For a quick bulk import of all your convertibles, transfers, and financing rounds you can use the 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 and financing rounds

Where can you find the importer?


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

Import

How to use the importer?

1. Select and download the template

2. Add your data (and remove the example row)

3. Upload the file back to Ledgy

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Convertible loans

Convertibles


Formatting tips:

1. Date needs to be in the European format (e.g. D.M.Y)

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've imported the convertible loans, you can convert them to shares:

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

 

Share issuance (financing round, investments...)

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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. D.M.Y)

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

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This template can import transfers of existing shares between 2 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. D.M.Y)

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 cell

Formatting tips:

1. Date needs to be in the European format (e.g. D.M.Y)

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

3. Use dots for decimals in numbers