Guidance on how to mass upload records to a Portfolio in Data Studio.

Uploading records to Portfolio

Uploading records to Portfolio  Guidance on how to mass upload records to a Portfolio in Data Studio. 

Click on Data Studio

Click on the Portfolio that you would like to add the records to

Select the Portfolio

Select the Portfolio  Click on the Portfolio that you would like to add the records to 

Click on Import Records

Select whether these are New Records or updating existing records

Click on Next Step

You can select whether you want to match the records to companies within the Creditsafe database, and whether you want to scan for duplicates. You can also delete all records from the portfolio here.

Confirm your configuration settings

Attach your file

Select whether your file has a header row

Select whether your file has single or multiple countries. If the file has a single country you can select which country this is. 

Click on the highlighted ...

Click on Submit

Map your data columns to the title options

Your portfolio has now been imported. Click on the Records tab to see the import

This confirms how accurate the record import data is to the Creditsafe database

The records have a Match Confidence score

To show the import data, tick Show All Data

This shows the input data

Click on the Unmatched Records tab

Click on the record to review the suggestion

Some unmatched Records will have a suggested match

You can also exclude from Match by ticking the box at the top of the screen

Click to Accept the match

The record has now been matched. Click on Back to Records

The newly matched record has now been added to the Matched Records list

To review your match settings click on Settings

The description of what is covered by each match accuracy band is described in each field