Create token grants in bulk via CSV using templates

1. Create a template:

   • Click on "Token Grants" on the home screen.

   • Click on the "Templates" tab.

   • Click on "Create Template."

   • Choose the vesting and lockup parameters (e.g., duration, frequency).

   • Click on "Create Template" to save the template.

2. Structure stakeholder data for upload:

   • Click on "Import CSV."

   • Make a copy of our Google Sheets bulk upload template.

   • Fill in the data for each employee (e.g., name, email/wallet address, grant amount).

   • Enter the Template ID (the one you created in step 1 above).

   • Download the completed sheet as a CSV file.

   • Open the CSV in your local spreadsheet editor and ensure:

     • Grant amount is formatted as a number

     • All dates are formatted as MM/DD/YY

   • Save your CSV once you've confirmed the formatting.

3. Applying the Template:

   • Return to Liquifi and click on "Import CSV."

   • Upload the CSV file with the structured data.

   • Click in "Import."

   • Once validated by Liquifi's uploader, click "Confirm."

   • Review the grant details, vesting schedule, and lockup schedule to ensure accuracy.

4. Publishing the Grant:

   • Once you've confirmed the accuracy of the grant details, click on "Publish" to finalize and activate the token grant.

Important Notes

• Ensure that all data is accurately entered and formatted in the CSV file to avoid errors during the import process.

• Double-check the Template ID and grant details to ensure the correct template is applied to each employee.

• Use the provided Google Sheets template to streamline the data structuring process.

• Conduct a final review of all grant details before publishing to prevent any discrepancies.