Bulk Upload Stakeholder contact details

This tab is optional and can be uploaded separately at any time — you don't need to complete it before importing your other tabs.

1. Enter your stakeholders' contact details in the tab.

2. When ready, click File → Download → CSV from the top menu.

3. In Cake, go to People → All in the main menu, then click Add → Bulk upload stakeholders.

4. Drag your csv file into the pop-up window and click Next.

5. Review and validate the data, then click Import.

⚠️ Important: If you're adding contact details to a stakeholder who already exists in Cake, their name must match exactly — including spacing and capitalisation. Any mismatch will create a duplicate record.