Bulk Match via Import Company Data

Access to advanced features, such as Bulk Matching via file upload, is available only to Basic, Standard, and Enteprise subscribers.

Bulk matching via file upload facilitates a faster search and matching process and is particularly ideal for bulk verification tasks.

Prerequisite

1

Sign up as a Subscribed IAF CertSearch User

You must be a Basic, Standard, or Enterprise subscriber to access the File Upload features of IAF CertSearch.

Visit: https://www.iafcertsearch.org/plans

2

Download the Template

Ensure you download the Excel template provided by IAF CertSearch for data entry.

3

Prepare Your Data

Gather the company data you wish to verify and enter it into the downloaded Excel template.

4

Review your data

Verify that all entries are accurate and valid to facilitate a smooth verification process.

TIPS: Review data that requires mapping from Countries and map your data before importing to ensure a smoother verification process.

How to verify through the File Upload.

1

User Login

Access your account by entering your credentials.

2

Import Company Data

Navigate to the left sidebar and select "Import Company Data."

3

Choose File to Upload

Click the "Choose file" button and select the file you wish to upload.

4

Customize your Import activity

If you want to customize your import activity, you can configure the following:

• Add tags if you want to organize your upload, this will be added to the company records that you are about to import.

• For Advance Settings, you may configure the following based on your preference.

How to configure the Advance Import Settings

How should the import activity affect your existing records?

• Update Existing Records: When you choose to import a file, existing records will be updated with the new details from the imported data.

• Skip Existing Records: If you select this option, existing records will be skipped, and their current data will remain unchanged.

How do we recognize existing data?

You must define the identifier that the system will use to recognize existing records. This helps ensure accurate updates and skips. You may choose from the following:

• Company Name

• VAT

• TAX ID

• DUNS Number

• Company ID Number

• Business Registration Number

How should we handle duplicate entries in your file?

If the system detects duplicate entries within the file you are attempting to upload, it will prompt you to decide which version to keep:

• First Record: Retain the first instance of the duplicate.

• Last Record: Retain the most recent instance of the duplicate.

5

Start Import

Once you have finished configuring the settings, click the Start Import button. After the import is complete, you will see the matching results in the Import Activities section as well as in the Companies List.