Bulk Upload Third-parties to SAFE
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Bulk Upload Third-parties to SAFE
- 1 Minute to read
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Print
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PDF
About this document
This document gives the step-by-step procedure to upload third-parties in bulk.
Introduction
SAFE allows admins to upload third-parties in bulk via CSV. SAFE admin can download the CSV template from the SAFE, fill in the details, and then upload the CSV file.
Upload Third-parties in bulk
To upload third-parties in bulk:
- Navigate to SAFE Dashboard > Third-Party
- Click the Add Third-party button.
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- On the Add third-party pop-up screen, Click the Bulk Upload tab.
- Click the Download Template button available at the bottom-right of the pop-up.
- The system downloads the bulk upload template CSV file. Open the downloaded template file.
- Fill in the third-parties details in the template CSV file.
- Save the third-parties details in the Template file.
- On the Add third-party pop-up screen, Browse and Upload the CSV file to SAFE. Users can also drag and drop the CSV file to upload it to SAFE.
- Upon successful upload, the system notifies you via email.
Notes
- Enter the domain names as xyz.com. Make a note that www or https are not allowed in the domain name field.
- Fill in the values for all the mandatory fields.
- The template file name must not have any special characters.
- Users can upload a maximum of 5000 third-parties in a single upload.
- The system does not accept a template CSV file of more than 5 MB in size.
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