Create shareholders
New shareholders are created in the Shareholders section.
- Click on New shareholder.
- Register the name of the shareholder. This can be a person or a company.
- Register organisation number/personal identity number.
- Register address, phone number and email.
You can download shareholders to excel by clicking on the Download shareholders to excel - icon 
in the upper right corner.
Import shareholders from excel
Click on the Import shareholders from excel –icon 
in the upper right corner to start the import wizard. The import requires the information to be in a specific format. A template can be downloaded from the dialog.
- Drop or browse for the excel file you want to import (*.xlsx or *.xls).
- Click Next to load and validate data.
- Select the rows you would like to import and click Import. Only valid rows can be selected. To fix an error, edit the excel file and open the import dialog again.
- Click Close to return to the main page.
Note
First-time registration of foreign shareholders must be done manually in the shareholder register in Period and Year.