# Step 3: Complete Your Onboarding Sheet

{% hint style="info" %}
**IMPORTANT:** If you have a different document with your data, you will need to migrate that into the Magna template in order to upload it within the Magna platform. 
{% endhint %}

## How To Find The Onboarding Sheet Template

Please ensure you are using the **Magna template** when filling out the onboarding sheet! You can get the template by following these steps: 

1. Go to Allocations tab
2. Click "Import Allocations" on the upper-right hand side of the page
3. A box will pop up, on the top right you will see "Link to Template"
4. Please select that to populate the Google Sheet format that you will need to fill out

{% hint style="danger" %}
**DO NOT try to edit the template. Make sure you first make a copy of the Google Sheet template in order to edit your own copy.**
{% endhint %}

<figure><img src="https://943902899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPRA9BcTnCgCiD7GyV8xY%2Fuploads%2F1o44LhQb1MFwy7sDbt08%2FScreen%20Shot%202024-09-17%20at%204.00.48%20PM.png?alt=media&#x26;token=0ba3f2b9-f4dc-4985-b980-30a227a5fa44" alt=""><figcaption><p> Select 'Link to Template' in order to populate the onboarding sheet you will need to fill out.</p></figcaption></figure>

## How To Fill Out Your Sheet

Fill out the below details (see video guide <mark style="background-color:orange;">here</mark>).

* **Name** (optional): Name of the stakeholder
* **Email** OR **Wallet** (need one or the other)
  * NOTE: *If you add in only an email, the stakeholder can later go in and add their own wallet.*
* **Allocation Amount:** Number of tokens allocated to them
  * If you want to account for tokens already received before they onboarded into Magna, please reach out.
* **Allocation Category:** A filterable category to group people on the front-end.
  * Typically something like "Employee", "Advisor", "Investor", etc.
* **Unlock Start:** The start date and time of the schedule.
  * If you do not input a specified time it will default to 00:00 UTC.
* **Unlock Schedule:** This is the ID from the Schedules tab for the corresponding schedule

<figure><img src="https://943902899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPRA9BcTnCgCiD7GyV8xY%2Fuploads%2FW50pLGK0h2r9WLpOuBb3%2Fimage.png?alt=media&#x26;token=edc566ad-6a1b-4979-9657-a3b89613f982" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If you want to add a vesting schedule in addition to the unlock schedule, please reach out to us and we can enable that for you!
{% endhint %}

## How To Upload Your Sheet

Please double check the following for errors before attempting to upload:

* Make sure there are no additional blank columns&#x20;
* Make sure your allocation amounts are all correct
* Remove any allocations that have "0" amounts entered
* Make sure you download in CSV format

After your settings and schedules are set up (as instructed in the previous subpages), you can then upload your onboarding file (.CSV format) by using [this guide](https://docs.magna.so/admins/product-guides/how-to-add-and-edit-allocations-stakeholders).

{% hint style="info" %}
UTC is the default time zone that our app uses for HH:MM in column F, so please convert accordingly.
{% endhint %}