Batch upload customers
We're excited to announce a productivity booster for more efficient screening worklfows.
From May 16, 2024, you can upload, create and screen large numbers of customers simultaneously with our new CSV and XLSX file upload capability.
Your options:
- Mesh web app: Effortlessly upload customer data in bulk directly within the Mesh platform.
- API integration: Leverage streamlined batch creation capabilities through our enhanced API.
- SFTP (on request): Securely transfer your files via SFTP for added convenience.
For more details on creating customers, view the article available here.
Release Date:
This capability will be live on May 16, 2024.
There’s no action needed from your side for the web app and API.
To request SFTP access, please contact support@complyadvantage.com.