If you have a large portfolio of companies or suppliers that you need to search, request reports or initiate decisions, you can do a mass upload to carry out these actions.
Go to the Portfolio section, then click on Groups and select the File Uploads option.
Click the blue button on the left side labeled Upload CSV File, and download the CSV template.
Fill out the template with the data of the companies you are going to upload. Some columns are required to successfully upload your file, such as: DUNS number, company name, country, and Tax ID.
Give this upload a name and upload the file in CSV format. You can upload a maximum of 500 companies at a time.
Click the Upload CSV file button.
NOTE: you will get better results if your file contains a DUNS Number. The country must follow the ISO 3166-1 alpha-3 standard (e.g. BRA, MEX, PER).