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Follow the steps below (see video guide here).
  1. Navigate to the “Allocations” tab.
  2. Make sure the correct token is selected in the drop down on the top-left corner of the screen.
  3. On the top-right corner, you will see two options:
    1. Import Allocations: This is the best option if you have a significant amount of stakeholders you want to upload all at once.
    2. Create Allocations: This is the best option if you have just one or a few stakeholders you want to upload
Please review the ‘How To Fill Out Your Onboarding Sheet’ section to ensure your CSV is in the correct format before you import/upload to the app.
add import allocations buttons