Bulk Upload Stakeholder Contact Details
Upload contact details for multiple stakeholders at once using the Stakeholders tab in the cap table bulk upload template. This tab is optional and can be uploaded separately at any time, you don't need to complete it before importing your other tabs.
Enter stakeholder data
In the Stakeholder contact details tab, enter each stakeholder's contact information:
Full name (must match exactly if the stakeholder already exists in Cake, including spacing and capitalisation)
Email address
Phone number and address details
Important: If you're adding contact details to a stakeholder who already exists in Cake, their name must match exactly. Any mismatch creates a duplicate record.
Upload the Stakeholders tab
In Google Sheets, click File → Download → CSV.
Go to Engage → People → All.
Click Add → Bulk upload stakeholders.
Drag your CSV into the pop-up window and click Next.
Review and validate, then click Import.