Bulk Upload

Bulk Upload
Self-Serve Onboarding.  Here’re the steps to bulk upload the data to your Qapita Account.  Sign in to your Qapita Account Click Settings on the left ...
Thu, 23 Jun, 2022 at 7:21 PM
Mark Separation in Bulk Upload
In an event a large number of your have left the organization and you wish to update their separation/termination data in the system, utilize our Bulk Upl...
Thu, 23 Jun, 2022 at 7:06 PM
Stakeholder Individual (For Employees and Investors)
Whilst you are able to add your stakeholders one by one, where you are dealing with a large population of stakeholders, utilize our Bulk Upload functionalit...
Thu, 23 Jun, 2022 at 7:08 PM
Stakeholder Institutional
Sign in to your Qapita Account Click Settings on the left menu and select Bulk Upload Select Stakeholder-Institutional Details is mandatory. You may ...
Thu, 23 Jun, 2022 at 7:08 PM
Share Issuance/Convertible Issuance/ Warrant Issuance/ Share Buyback Transaction
Capturing historical transactions is a key step as part of the onboarding process, and in the course of ongoing administration. Bulk upload functionality al...
Thu, 23 Jun, 2022 at 7:09 PM
Share Transfer Transaction
You can record multiple historical share transfers via Bulk Upload functionality.  Sign in to your Qapita Account Click Settings on the left menu and sel...
Thu, 23 Jun, 2022 at 7:10 PM
Share Class, Convertible Class & Warrant Class
Qapita allows you to import several classes of your securities – be it shares, convertible instruments or warrants.  1. Sign in to your Account  ...
Thu, 23 Jun, 2022 at 7:11 PM
User Invitations
Qapita allows you to invite various stakeholders to access, view and administrate your company’s equity. You can import the list of stakeholders you wish to...
Thu, 23 Jun, 2022 at 7:12 PM
Grant Awards - Option Awards Bulk Upload
You can import the data for your employees’ equity allocations in bulk using our Bulk Upload Functionality.    1. Sign in to your Qapita Account  ...
Fri, 24 Feb, 2023 at 10:26 AM
Bulk Upload – Extending Last Date of Acceptance for Options, Share, SAR Awards.
You can now extend the last date of acceptance for Options, Share & SAR Awards for multiple Awardees via Bulk Upload functionality.    Sign in to you...
Thu, 3 Nov, 2022 at 1:54 PM