# carta-cap-table:issuance-import

> Claude/Codex skill by [@carta](https://omgskills.com/library/carta/index.md) · 13 stars · Updated 2026-09-08

Internal file-ingest sub-skill for carta-issuance. Turns an uploaded spreadsheet (.xlsx/.xlsm/.csv/.tsv) or document (.pdf/.docx) into the \`knowns.rows\` the config panel already consumes, for both certificates and option grants. Not invocable directly — dispatched by carta-issuance Phase 0.25.

Tags: captable, claude, codex, copilot, equity, founder, fund-administration, gemini, mcp, private-equity, skills, startup

## Install

```sh
git clone https://github.com/carta/plugins /tmp/plugins && ln -s /tmp/plugins/plugins/carta-cap-table/skills/carta-issuance/issuance-import ~/.claude/skills/carta-cap-table:issuance-import
```

## From README

issuance-import Reads a file the admin already has — typically the Carta importer template they downloaded from the app — and hands carta-issuance Phase 0.5 a prefilled knowns.rows. The file feeds the front of the existing pipeline; it does not add a path around any gate. Phase 1 still resolves stakeholders, Phase 1.5 still saves and validates, Phase 2 still reviews, Phase 3 is still the only mutate. Do not invoke this skill directly. Dispatched by carta-issuance Phase 0.25. References | File | Purpose | |---|---| | scripts/parseupload.py | Does the parsing. Header detection, column mapping, value coercion, securitytype detection, and local name→id resolution. The model never hand-parses a workbook — a hand-read column is exactly how a quantity lands in an exercise-price field. | | references/column-map.md | The header synonyms and value picklists as documentation, for humans and for carta-modify-issuables to reuse rather than fork.

## Links

- HTML page: https://omgskills.com/skills/carta/plugins/issuance-import/
- GitHub: https://github.com/carta/plugins
- Author: [@carta](https://omgskills.com/library/carta/index.md)

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