Guide to Bulk Customer Uploads & Credit Checks

This guide explains how to upload up to 500 customers at once using a CSV file. You can either add customers only or add customers and request credit checks, depending on your needs.

Get Started

To begin uploading customers in bulk, head to the Customers tab in your Resolve dashboard and click Bulk add customers.
On the next screen, download the appropriate CSV template based on whether you want to add customers only or add and credit check customers, and follow the on-screen steps to complete your upload.

Choosing the Right Upload Template

Select the appropriate template based on your goal. You’ll be prompted to choose a template during the bulk upload process in the Resolve dashboard.

Each template has different required fields. Make sure you use the correct version.

File Requirements

To ensure your upload is processed successfully, make sure your file meets the following requirements:

• File type: CSV only
• Maximum file size: 5MB
• Maximum number of rows: 500 per upload

⚠️ Important Note About File Format

CSV files must use commas (,) as delimiters. Do not use semicolons (;) or other characters as separators.
Using the wrong delimiter can cause the upload to fail with an Internal server error.

Required Formatting and Best Practices

To ensure successful upload and processing, follow these guidelines carefully:

• Fill out all required fields. These are marked "Required" in the template.
• Remove the sample/example row before uploading. It is provided for reference only.
• Do not rename, remove, or reorder columns. The header row must remain exactly as provided.
• Phone numbers: Use digits only (e.g., 888-888-8888 → 8888888888). Do not include spaces, dashes, or +1.
• Addresses:
  • Enter each part of the address (street, city, state, ZIP/postal code, country) in its own column.
  • Use "US" for United States and "CA" for Canada only. Customers in other countries cannot be added.
  • State/province names can be written in full or abbreviated (e.g., "California" or "CA").
  • Use standard ZIP/postal codes only (e.g., 94107). Do not use ZIP+4 formats.
• Email addresses: Double-check for typos, extra spaces, or copy-paste errors. Only valid and correctly formatted email addresses will be accepted.
• Numeric fields: Enter numbers only. Do not include symbols (e.g., "$") or text.
• YES/NO fields: Enter only YES or NO in uppercase. Do not use any other variations or leave the field blank.
• Requested Terms: This column is required when submitting customers for credit checks.
  • If the field is left blank, an error will be shown during the upload process.
  • If a term is entered that’s not supported in your system (e.g., Net90), the system will automatically fall back to the account’s default terms.
• Formatting rules:
  • Use plain text only. Avoid hidden formatting or spreadsheet functions.
  • Do not use merged cells, formulas, or dropdown menus.

Following these steps will help you avoid upload errors and ensure timely processing.

After Upload

If you submitted customers for credit checks:

• You can view credit decisions in your Resolve dashboard (Customers > In credit review OR All).
• Eligible customers may receive an instant credit decision.
• Others will go through manual review by our underwriting team.

If you only added customers (no credit checks):

• You can view customers in your Resolve dashboard (Customers > Needs credit check OR All).

Need Help?

If you need assistance preparing your upload or have questions about the process, please contact your Customer Success Manager, or email us at accounts@resolvepay.com.