How to bulk upload

If you have a large portfolio of companies or suppliers that you need to search, request reports or initiate decisions you can do a bulk upload to perform these actions. 

1. Click on the "Portfolio" section, select the "Uploads" option. 

2. Click on the "Upload CSV file" button. 

3. Download the CSV template to fill this file with the companies you want to upload. Required columns in this file:

   • DUNS number

   • Company name and country (ISO 3166-1 alpha-3)

   • Tax ID number and country (ISO 3166-1 alpha-3). 

4. Fill the template with the data of the companies you are going to upload.

5. Assign a name to this upload and upload the file in CSV format. *Allows a maximum of 500 companies.

6. Click on the "Upload CSV file" button. 

7. Ready, you will see a list of the companies located with the data you added. 

This list of uploads can be consulted later. If you wish to request reports or mass decisions, you can add them to an existing group.