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  • Welcome to Magna
  • Product Guides
    • Magna Quickstart Guide
      • Step 1: Set Up Key Project Details
        • Step 1A: How To Edit Project Details
        • Step 1B: How To Add Project Token(s)
        • Step 1C: How To Add Admin Wallet(s)
          • How To Configure Gnosis Safe Multisig Wallet
        • Step 1D: How To Create A Vesting Contract
        • Step 1E: How To Add & Edit A Team Member
      • Step 2: Create Unlock Schedules
        • How To Edit or Delete A Schedule
      • Step 3: Complete Your Onboarding Sheet
        • How To Find The Onboarding Sheet Template
        • How To Fill Out Your Sheet
        • How To Upload Your Sheet
    • How To Add & Edit Allocations
      • Allocation Overview
      • How To Add Allocations & Stakeholders
        • Import Allocations (Bulk)
        • Create Allocation (Individual)
      • How To Edit & Delete Allocations & Stakeholders
      • How To Edit Stakeholder Email Address
      • How To Edit Stakeholder Wallet Address
      • How To Export Allocations (CSV)
      • How To Upload & Delete Allocation Documents
      • Vesting vs Unlock Schedules
    • How To Fund Allocations
      • How To Fund Claims
      • How To Fund Airdrops
      • How To Fund with Tax Withholding
      • How To Set Up Test Transaction
    • Admin Post-Fund Allocation Actions
      • How To Claim Your Tokens
    • Admin App Views
      • View Details About The Vesting Contract
      • View Your Project Dashboard
      • View All Allocations Across The Project
      • View A Single Allocation For A Stakeholder
      • View Your Audit Log
    • FAQs
  • Custom Engagements
    • Case Studies
    • Custom Claim Portal FAQs
  • Privacy & Security
    • Privacy & Terms
    • Security at Magna
    • Data Protection
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  • How To Find The Onboarding Sheet Template
  • How To Fill Out Your Sheet
  • How To Upload Your Sheet

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  1. Product Guides
  2. Magna Quickstart Guide

Step 3: Complete Your Onboarding Sheet

Filling out your allocations' onboarding sheet correctly is a crucial step. Schedules must be added in Magna first, in order to finish filling out your onboarding sheet.

PreviousHow To Edit or Delete A ScheduleNextHow To Find The Onboarding Sheet Template

Last updated 6 months ago

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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.

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

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.

How To Fill Out Your Sheet

Fill out the below details (see video guide here).

  • 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

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!

How To Upload Your Sheet

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

  • Make sure there are no additional blank columns

  • Make sure your allocation amounts are all correct

  • Remove any allocations that have "0" amounts entered

  • Make sure you download in CSV format

UTC is the default time zone that our app uses for HH:MM in column F, so please convert accordingly.

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
Select 'Link to Template' in order to populate the onboarding sheet you will need to fill out.