> ## Documentation Index
> Fetch the complete documentation index at: https://docs.toku.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Bulk Upload Grants

> Upload grants, recipients, wallets, and more via CSV

## 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

<Steps>
  <Step title="Select upload type">
    Choose the tab for the data type you want to upload.
  </Step>

  <Step title="Download template">
    Click **Download Template** to get a CSV with the correct column headers.
  </Step>

  <Step title="Fill in your data">
    Populate the CSV with your data. Required columns are marked in the template.
  </Step>

  <Step title="Upload the CSV">
    Drag and drop or click to select your CSV file.
  </Step>

  <Step title="Map columns">
    The system auto-matches columns. Review and correct any mismatches (e.g., "First Name" maps to `givenName`).
  </Step>

  <Step title="Review and fix errors">
    Invalid cells are highlighted in red with error messages. Fix them inline or re-upload.
  </Step>

  <Step title="Submit">
    Click **Submit** to process the upload.
  </Step>
</Steps>

***

## 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:

<CardGroup cols={2}>
  <Card title="Batch Update Roles" icon="users" href="/api/employees/batch-update-roles">
    Update multiple employees at once
  </Card>

  <Card title="Bulk Upload Wallets" icon="wallet" href="/api/wallets/bulk-upload-wallets">
    Upload multiple wallets via API
  </Card>
</CardGroup>