Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Ability to import shareholder information into Company Secretarial

We manage CoSec affairs for clients and are soon to be taking on a new client that has over 500 shareholders, who will all need setting up in Iris CoSec. They are all third party shareholders, so we don't want to add them as clients with a client code, rather record their data as a shareholder using the "other shareholder" option.


It would be ideal if we could import the shareholders from a CSV file.

  • Guest
  • Mar 21 2024
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