Points
By importing company risk lists here, you can manage them centrally.
*This function is only available to risk check managers. To learn more about risk check managers, go here.
Steps
1. Prepare file
From 'Assessment required' then 'Assessment History', click on 'Import File'.
Click on 'Download template' and create your CSV file according to the rules below.
Input rules
| Item | Required | - | Character limit | N.B. |
|---|---|---|---|---|
| Contact name | ○ | Unlimited | Up to 250 characters | Enter contact name. |
| Address | ○ | Unlimited | Up to 1,000 characters | Postal codes are optional. |
| Phone number | Only numbers or these symbols: + - ( ) . # _ |
Up to 30 characters | Enter phone number. | |
| Assessment | ○ | - | Up to 1 character | Input 1 for failed companies and 0 for passed companies. |
| Notes | Unlimited | Up to 1,000 characters | Add reasons for assessment. |
N.B.
- The maximum file size is 50 MB, and the number of companies in the file is limited to 100,000.
- If the status is 'Importing', you cannot start a new import.
- The file name should not exceed 100 characters.
2. Import file
Click on "Import companies/people you want to integrate" and import the file.
You'll get a preview of the file.
Once you've checked it, click on 'Start'.
3. Check import results
Once the import is complete, an email will be sent to the risk manager.
From that email, they'll be able to view the results.
Results
| Type | Details | Who can download |
|---|---|---|
| Done | Companies that were successfully imported. | Any risk check manager or user specified by the admin can download from "Assessment History". |
| Couldn't combine duplicates | Companies were successfully integrated into "Assessment History", but the contact info in the imported file was not linked to the company database in Sansan. "Please download these companies, check for any errors, and reupload as necessary. However, please note that there is a possibility that the company isn't in your company database in Sansan. " |
Only the person who imported the file can download it |
| Import failed | Contacts that couldn't be imported due to exceeding the character limit or including typos. Please download these contacts, make edits, and reupload as necessary. |
Only the person who imported the file can download it |