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All file uploads use ISO 3166 2 or 3 character country codes for citizenship and address country. ISO 3166 Alpha 3
Upload Options
Batch File (delimited) – The delimited text file containing your customer data. If your data is in a MS Excel file open the file and save the file as a Text Tab delimited file.
Delimiter – The character used to delimit data columns. It is recommended to use a character that does not appear naturally in data such as a pipe |
Header Row – Yes if the first row of the data file contains column header names
Customer name contained in a single column – Yes if the entire customer name is in one field, usually the last name field. No if data is in first, middle and last name or just first and last name fields
Record type identified in the first column – Yes if the first column of your data include either a C for companies or an I for individuals
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