Bulk Upload Grants

Overview

The Bulk Upload interface lets you import large datasets via CSV files. It supports multiple upload types from a single page with smart column matching and inline validation.

Supported Upload Types

Type	Description
Recipients	Add employees/recipients to your organization
Grants	Create grants for existing recipients
Update Grants	Modify fields on existing grants
Wallets	Add wallets for recipients
Multiple Wallets	Add multiple wallets per recipient
Grant Templates	Import vesting schedule templates
Custom Vestings	Upload custom vesting tranches
Bulk Update Vesting Tranches	Modify vesting schedules in bulk
Settlements	Import settlement data
Lockups	Upload lockup schedules
Investors	Add investor entities
Distribution Processing	Process distribution batches

Upload Process

Select upload type

Choose the tab for the data type you want to upload.

Download template

Click Download Template to get a CSV with the correct column headers.

Fill in your data

Populate the CSV with your data. Required columns are marked in the template.

Upload the CSV

Drag and drop or click to select your CSV file.

Map columns

The system auto-matches columns. Review and correct any mismatches (e.g., “First Name” maps to givenName).

Review and fix errors

Invalid cells are highlighted in red with error messages. Fix them inline or re-upload.

Submit

Click Submit to process the upload.

Grant CSV Fields

Column	Required	Description
`email`	Yes	Recipient’s email address
`grantName`	Yes	Name for the grant
`grantAmount`	Yes	Number of token units
`grantConfigurationID`	No	ID of the grant config template
`grantDate`	No	Date the grant was issued
`vestingStartDate`	No	When vesting begins
`pricePerUnit`	No	Token price at grant date
`currency`	No	Price currency code
`tags`	No	Comma-separated tags

API Alternative

For programmatic bulk operations:

Batch Update Roles

Update multiple employees at once

Bulk Upload Wallets

Upload multiple wallets via API

​Overview

​Supported Upload Types

​Upload Process

​Grant CSV Fields

​API Alternative