Overview

Bulk credential upload allows you to interact with credentials by uploading a CSV file to the Dashboard.

1. Bulk credential creation is useful for creating new credential records, allowing you to pass in any credential field information as needed.
2. Bulk credential update is useful for making edits to your existing credentials by passing in the credentialId and relevant changes.

How to: bulk credential creation

1. Navigate to the credentials tab and select Add credentials.

2. Select Bulk upload credentials from a file.

3. Download the template credentials.csv and add your data to sheet. Once ready, drag and drop your file to the modal. See here for full list of columns in the template.

   Note: do not populate the column credentialId for new credential creation. This field is for credential update.

   See here for file requirements.

4. If there are no issues in the file submitted, you will see a success indicator of a green check mark.

5. Warnings and Errors

   1. If there are issues with the file, these will be treated as a global warnings and errors. Examples of global errors are file size limitations or encoding errors. See here for a full list of warnings and errors you may encounter.

   2. If there are issues with the data you submitted, these will be treated as credential level warnings and errors. _See here for a full list of warnings and errors you may encounter.

You can download the updated_credentials.csv file which will now contain 2 additional columns: warnings and errors. These columns will contain recommendations to resolve the warnings and issues in each row.

🚧

Warnings may be ignored. These will not block you from submitting the data, but are flagged as irregularities from our side.

❗️

Errors may not be ignored. These are issues that must be fixed before we can accept the data.

Once all the errors have been resolved (warnings are optional), you can resubmit this same file with the two additional columns to resubmit the data. We will ignore the two additional columns so you do not need to remove them. Repeat this step as many times as necessary.

If there are still warnings, you will see an alert, but you can ignore these by selecting Skip. All credentials will be created and viewable in the credentials tab of the Dashboard.

How to: bulk credential update

Bulk credential update follows the same workflow as bulk credential creation in the Dashboard and utilizes the same template: credentials.csv.

1. In the template credentials.csv, add the credentialId for the credential you want to update to the column named credentialId.
2. On the same row, update any column with the desired new value. Any fields without a value will not be updated and remain as is. See the template for a full list of fields that can be updated.
3. Follow the same steps as above for bulk credential creation to submit the the file and address any warnings or errors as needed. All credentials will be updated and viewable in the credentials tab of the Dashboard.

File requirements

• Supported file format: CSV only
• Maximum file size: 1 GB
• Maximum number of rows: 10,000

Template details: credentials.csv

• All field lengths have maximums of 255 characters excluding credentialId, providerId, and the boolean field. credentialId has a value of 40 characters:crd_00000000-0000-0000-0000-000000000000 and providerId has a value of 40 characters:prv_00000000-0000-0000-0000-000000000000.

providerName and website matching

Overview

For creating new credential records using providerName and website, you can put a "close enough" value in either column if you do not know the providerId.

• If providerName or website is a perfect match, we will accept the value and replace it with its associated providerId.
• If providerName or website return only one match, we will accept the value and replace it with its associated providerId.
• If providerName or website return only more than one potential match, we perform a fuzzy match and return a list of up to 5 suggestions with their associated providerId in the column error. You can select one of these to use in the providerId column if it is the provider you are looking for.
  • If none of the suggestions meet your needs, you can review the List Providers endpoint or check our Provider Coverage page coming in October!
• If providerName or website do not return any potential matches, we will return a message in the error column that the providerName or website does not exist. You can review the List Providers endpoint or check our Provider Coverage page coming in October!

Warnings

Warnings may be ignored. They are flagged as irregularities from Arcadia's perspective.

Errors