Add multiple companies from a CSV file

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The purpose of this article is to guide Merchant Admin user types in the workflow of creation of additional companies as sub-companies within a given website.

Overview

A company can be created through the dashboard or through the api, where each record is created individually, each field specified. In addition to this, a bulk import feature is available that serves to accelerate this workflow.

Getting started

To successfully set the important fields for a company, without a need to edit each record created individually, build the items as follows prior to attempting a bulk import job.

  • MUD Template. The mark up directive specified at the merchant level. This value can be common, as in the same template applied by default to new Shippers or specific to the given Shipper. Refer to related field child_shipper_parent_mud_id detailed below.
  • Processing Fee Template. The processing fee (mark up directive) specified at the merchant-level. This value can be common, as in the same template applied by default to new Shippers or specific to the given Shipper. Refer to related field child_shipper_parent_processing_fee_mud_id detailed below.
  • Company Global ID. The unique value that defines each company, in the case that the Account was previously established within the customer relationship manager application. Refer to the related field company_id_global detailed below Note: if the global_id for a given company is not set, a new record will be established and associated to a new global_id.

Add companies from a CSV file

Proceed through the following workflow to bulk import companies from a csv file.

  • Log in to the dashboard as a Company Admin.
  • Tap Companies on the left sidebar navigation.
  • Navigate to the top menu bar search box and input the name of the target merchant company to set, the correct company.
  • Navigate to the action menu on the top right of the application and select the Import Companies action menu item. Opens the modal popup where the template can be downloaded and source CSV file can be added.
  • Tap the text download template to get an example template file.
  • Open CSV file and append each row for each company target for import. Note: ensure that the required fields listed below are populated and complete for each company.
  • Save CSV file and Import CSV within Import Companies from CSV modal popup.
  • Look for an email to see the details, results from the Import Companies from CSV job requested or check the log files.

Required fields

  • company - Company name (required)
  • address_1 - Street address (required)
  • city, state, zip, country - Location (required)
  • email - Contact email (required)
  • parent_id - Parent company ID (optional, for hierarchy)
  • services - Comma-separated: shipper, reseller, account_holder

Resolve common errors

Take additional actions to resolve common errors.

Note: company type record does not receive a welcome email upon record creation. Such an email is reserved for a user record type, which is managed within the Edit Company Detail View inside the application. Target: open the newly created company record and proceed through the creation of each User specific to a given company.

Next Steps

Once Company record is successfully created, proceed through the creation of the User(s) associated with the Company.

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