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Bulk Import

Bulk Import

Bulk Import

Bulk Import

Last updated

Feb 3, 2026

Bulk import is how you move from “we have everything in spreadsheets” to a live, structured Mantle cap table without re‑typing every row. Mantle reads your spreadsheet, maps the columns to the right fields, and creates the underlying stakeholders, share records, options, SAFEs, and other securities for you.

When to use bulk import vs. manual entry

Use bulk import from spreadsheets when:

  • You’re onboarding from an existing cap table spreadsheet or law‑firm workbook.

  • You need to load a large set of historical grants, SAFEs, or share issuances.

  • You want to clean up and centralize data from multiple spreadsheets into one system of record.

Use manual entry when:

  • You’re recording a small number of new events going forward (for example, a single new option grant).

  • You prefer to let Mantle’s AI extract data from PDFs or docs instead of spreadsheets.

Downloading bulk import spreadsheet templates

  1. Navigate to the security type on the left-hand side navigation bar.

  2. Click Draft.

  3. Click Import.

  4. Click Download XLSX template on the bottom left of the pop-up.

Formatting nuances

  • All dates must be in format YYYY-MM-DD (e.g. 2026-01-01).

  • All dollar amounts must be in Excel Currency format.

  • All values in the Shares Granted column must be a whole number, not a decimal (e.g. 10,000 is acceptable; 10,000.00 is not).

Mandatory vs. optional columns for spreadsheet templates

*All other columns not listed below for each spreadsheet template can be fully ignored.

Security Type

Mandatory Columns

Optional (but recommended if applicable) Columns

Shares

  • Stockholder

  • Issue Date

  • Cert No.

  • No. Shares Issued

  • Price Per Share

  • Board Approval Date

  • Cash Paid

  • Debt Cancelled

  • Cancellation Date

  • Vesting Commencement Date

  • Vesting Schedule

  • Termination Date

  • Price Per Share Currency

Options

  • Optionholder

  • Grant Date

  • Board Approval Date

  • Cert No.

  • Shares Granted

  • Exercise Price

  • Expiration Date

  • Share Class

  • Type

  • Total Purchase Price

  • Vesting Commencement Date

  • Vesting Schedule

  • Cancellation / Repurchase Date

  • Termination Date

  • Stakeholder Relationship

  • Exercise Currency

  • Last Date to Exercise

RSAs

  • Stockholder

  • Issue Date

  • Cert No.

  • No. Shares Issued

  • Price

  • Equity Plan Name

  • Cash Paid

  • Debt Cancelled

  • Cancellation Date

  • Vesting Commencement Date

  • Vesting Schedule

  • Termination Date

  • Price Per Share Cur

Warrants

  • Convertible Holder

  • Warrant No.

  • Issue Date

  • Board Approval Date

  • Series of Stock

  • Price Per Share

  • Expiration Date

  • Cancellation Date

  • Stakeholder Relationship

  • Exercise Currency

  • Vesting Schedule

  • Vesting Commencement Date

SAFEs

  • SAFE Holder

  • SAFE No.

  • Issue Date

  • Board Approval Date

  • Investment Amount

  • Valuation Method* (Pre- or Post-Money)


*Tip: the Valuation Method column must have the exact values "Premoney" or "Postmoney" with no hyphen or space.

  • Valuation Cap

  • Discount

  • Conversion Date

  • Cancellation Date

  • Stakeholder Relationship

  • Investment Amount Currency

  • Valuation Cap Currency

  • Most Favored Nation

Convertible Notes

  • Convertible Holder

  • Convertible No.

  • Issue Date

  • Board Approval Date

  • Principal

  • Interest Rate

  • Interest Calculation Method*

  • Valuation Method** (Pre- or Post-Money)


*Tip: The only accepted value when populating this column is "Simple".

**This column must have the exact values "Premoney" or "Postmoney" with no hyphen or space.

  • Maturity Date

  • Valuation Cap

  • Discount

  • Conversion Date

  • Cancellation Date

  • Stakeholder Relationship

  • Principal Currency

  • Valuation Cap Currency

  • Most Favored Nation

Bulk import stakeholders from CSV

  1. Prepare your spreadsheet

  • Create a new CSV file.

  • Create the following columns:

Name

Email

Relationship

  • Populate the table above with stakeholder information.

    • Only the "Name" column is required, but all 3 column headers above must exist in the table.

    • Options for the "Relationship" column include:

      • Employee

      • Founder

      • Advisor

      • Consultant

      • Etc.

  • Save and download the CSV file.

  1. Upload your spreadsheet into Mantle

    • Click into the Stakeholders section from the left-hand navigation bar.

    • Click the Upload Stakeholder CSV button on the top right.

    • Upload the CSV file.

    • Click Add All to import all stakeholders from the CSV file.

Fixing issues after an import

If something is off after an import:

For small corrections

You can edit individual stakeholders or securities directly in Mantle (e.g. fix a typo or missing date).

For larger issues

If you are on a Mantle paid plan, reach out to support@withmantle.com for help.