How to Bulk Upload Companies

1. Navigate to the Bulk Upload Page:

• Go to the following URL: https://var.solidprofessor.com/bulk-uploads](https://var.solidprofessor.com/bulk-uploads
• Alternatively, access the Bulk Upload option through the navigation menu of the VAR Portal.

2. Download the Template CSV File:

• Click on the provided link to download a CSV template. This template includes all the required and optional fields necessary for creating company records.
• The template includes headers for each field.

External ID (Required): A unique identifier for each company. This field must be filled in for each company entry.

Company Name (Required): The name of the company. This field must be filled in for each company entry. Each company name must be unique.

Language (Required): The language code for the company. Supported codes are "EN" for English and "DE" for German.

Country (Optional): The country code for the company, following the ISO 3166-1 Alpha-2 standard - https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2.

Domain (Optional): The company's domain name. This should follow the standard domain name structure.

Description (Optional): A text field for additional company information, with a maximum length of 32 KB.

1. Prepare the CSV File:

• Ensure your CSV file is properly formatted according to the template, with no missing required fields.
• The file must not exceed 3MB in size and must be in .CSV format.

2. Upload the CSV File:

• On the Bulk Upload page, attach your prepared CSV file.
• Select the type of upload (e.g., Company Bulk upload).

3. Submit the Upload:

• Click the "Upload" button to begin the upload process. The system will notify you that the upload is in progress.
• The process is asynchronous, so you can continue using the application while the upload is being processed.

File Validation: File Validation: The system will automatically validate the uploaded file. If the file exceeds 3MB, is not in .CSV format, or is empty, the system will throw an error.

Field Validation: The system checks for correctness, completeness, and adherence to specified rules. If any errors are found, such as missing required fields or incorrect data formats or duplicate records, the system will skip the problematic records and proceed with uploading the rest.

Notifications:

Success: Success: If the upload is successful with no errors, the system will send an email confirmation, including a brief summary of the uploaded data.

Errors: Errors: If errors are encountered, the system will notify you of the skipped records. The summary of the upload, including any issues, will be provided via an email.

The system will send an email with a downloadable error report outlining any issues.

If you encounter errors during the upload:

• Download the Error Report: The system will provide a downloadable error report detailing the issues.
• Fix the Issues: Open the error report, correct the errors directly in the same file, and save it as a .CSV file.
• Reupload the File: Reupload the corrected file to complete the upload process for the records that previously errored out.

• Concurrent Uploads: The application supports multiple users uploading files simultaneously without data conflicts.
• Large File Handling: For very large files, the system will process the upload in manageable chunks to ensure performance is not degraded.
• Interruption Handling: In case of interruptions such as network failures, the upload process will resume from where it left off.