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

Uploading records to Portfolio

Click on Data Studio

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

Select the Portfolio

Click on Import/Export tab

Click on Import Records

Select if you would like to add New Records or update existing Records

Click on Next Step

Select if you would like your records to be matched, and if you would like to Scan for Duplicate Companies and Reference ID's.

Check your upload settings and click on Next Step

Select if your file contains a header row.

Attach your file and review settings

Map your record data using the drop-down boxes.

Map your Record data 

Once you have mapped your data fields, click on Submit.

Click on Submit

You can monitor the status of your upload here. 

Here you can see the matching status of your upload.

Click on Portfolio Health

Click on Records

Here you can see your uploaded records. If the records are matched to companies in our Creditsafe database, they will show in the Matched Records tab. If system couldn't find a match for the record, they will show in the Unmatched Records tab.