Summary: 

Guidance on how to add records to a Portfolio in Data Studio. This can be done by a mass Excel import and also manually for individual records. 

Solution: 

There are three ways to upload or create records in a Portfolio in Data Studio. To learn how to do this, please click on the interactive demonstrations below: 

Mass File Upload interactive demonstration.

Individual Record Creation interactive demonstration. 

How to add a Record to a Portfolio from a Company Report interactive demonstration.

You can also follow the below steps to add records to a Portfolio: 

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 Records 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

Manually Creating a new Record: 

1. Select the portfolio where you want to create the new record
2. Click the blue Create New Record button in the top right corner
3. Fill in company details in the form:
   • Required: Name, Country Code
   • Optional: Safe Number, VAT/Reg Number, Address, City, Region, Post Code, 
   • Customer Data
   • Use the grey + symbols to add more attributes to your record if this is needed
4. Click the green Create Record and Match button in the top right corner
5. The record will now begin processing 
6. The record will now be created. The matching status of the record will show in the top left corner
7. Click the Back to Records button in the top left corner
8. The new record will now be shown in the record list 

Adding a Record to a Portfolio from Company Report 

1. On the Creditsafe home page, use the Quick Company Search bar at the top center to find the business
2. Go into the Company Report
3. In the Company Report, click the grey More Actions drop-down in the top-right corner
4. Select Add to Data Studio
5. In the pop-up, select the Portfolio you would like to add the company to
6. You can add a Reference ID and a note if you need to
7. Click the green Confirm button to continue
8. You will have confirmation that the company has been added to the Portfolio
9. Close the pop-up
10. Go to Data Studio in the left menu, then click on Portfolio Manager
11. Select the portfolio that you added the company to
12. The company will now appear in the record list