CSV bulk import

What can it do for you?

Upload a CSV document of your list of organisations whether it be your suppliers or simply organisations of interest. All we require is the organisation name and country/jurisdiction and we'll use our intelligent system to automatically match them with the finanical entities in our database.

More about the product

This import method is included with all dashboards for all members. You'll find it as an available option when you begin to add organisations to your dashboard. If you wish, you can provide more information in your spreadsheet to speed up the matching process. We currently recognise the following information:

• Company numbers
• City
• Postcode
• Contact email
• Website
• VAT numbers
• SAP numbers
• DUNS numbers
• Legal Entity Identifiers (LEI)

This import method also supports custom fields and will use the column header to name your field. You can even use these custom fields in the query builder filters to narrow down your search.