It is possible to mass upload records in a portfolio in Data Studio. For guidance on how to do this, please see this interactive demonstration. You can also follow the below steps to mass-upload records:


Mass File Upload: 

  1. From the Creditsafe home page, click on Data Studio in the left navigation bar
  2. Select Portfolio Manager
  3. Choose the Portfolio you want to upload records to
  4. Once you are in the Portfolio, click on the Import/Export tab
  5. Click the green Import Records button
  6. Choose New Records option, (note: if the portfolio is empty, updating records won’t be available)
  7. Click the green Next Step button
  8. On this page, select whether you want Matching and duplicate management applied to your uploaded records
  9. Click the green Next Step button 
  10. Attach your import file (.csv, .xls, or .xlsx, max 50MB)
  11. Tick the box if your file contains a header row
  12. Click the green Next Step button 
  13. Map your file’s columns to the appropriate Creditsafe data fields
  14. Click the green Submit button
  15. You’ll be notified that the file is being processed
  16. Click on the Records tab to view upload progress
  17. Once processed, records will appear in the list


Managing Duplicated Records: 

  1. To manage duplicate records, click on the Portfolio health tab
  2. Click on the View Duplicate Records button
  3. You will be presented with a list of your duplicate records
  4. Select the record(s) out of the list that you want to remove by ticking the box 
  5. Click Confirm Changes
  6. If all duplicates are removed, the section will be empty


Managing Matches:

  1. From your list of records, click on the Unmatched Records tab
  2. You will be given a list of your unmatched records
  3. Suggested matches will be flagged
  4. Click on the orange Suggested Match button to view further details
  5. Review the suggested match, if this is correct, click the Accept button
  6. If not, tick Exclude from Match and click Confirm
  7. Matched records will be marked accordingly
  8. Excluded records will remain unmatched unless reprocessed
  9. Click Back to Records to return to your portfolio view
  10. You can also navigate to the Portfolio Health tab and click the green Accept All Suggested Matches button to accept all match suggestions at once. You can also Review Suggestions from this area.