CSV import
You can import your stock of cases by uploading a CSV in Ondorse.
Once imported, you can re-run the imported cases via your workflows and tasks.
The column that the CSV import accepts are:
country
: the registration country of the company (3 letters code, e.g: FRA, GBR)registration_number
: the registration number of the company (e.g: SIREN)organization_name
: the name of the companysignatory_first_name
(optional): the first name of the signatorysignatory_last_name
(optional): the last name of the signatorysignatory_email
(optional): the email address of the signatorysignatory_id
(optional): the ID card of the signatory (an URL to the document).onboarding_date
(optional): date of onboarding of this customer. Can be interpreted as the date of onboarding KYC check.
You can use this spreadsheet template.
Updated 5 months ago