You should contact the MCA Suite support team to gain access to the MCA Suite test environment to test the format of your comma separated values (csv) file before importing your deals to your MCA Suite instance.

You can perform a bulk import of your deals into MCA Suite instead of entering each manually. To import your deals, you must create and format a comma separated value (csv) file with the following columns: 

 

Column Label Required? Description
A
Company Name
Yes
Legal name of the company. This field must exist in your system and be an exact match
B
Name

Name of the deal
C
Description

A description for the deal
D
Type

Yes

Type of deal (e.g. Cash Advance, General)

E
Advance Amount


Amount of the cash advance
F
Factor

Cash advance factor
G
Funded Date

Date the deal was funded
H
Administrative Fees

Any administrative fees associated with the deal
I
Collection Type

Type of collection (e.g. ACH)
J
Collector

The collection company associated with the deal
K
Merchant Number

The unique merchant number associated with this deal for collections

L Deal Status   A valid deal status in the system.  Case Sensitive.
M Source Company    Name of a company in the system.
N Source Contact
Name of a person in the system.


Once you have your file ready, go to Admin > Import > Contacts & Deals page to select the file to be imported. 


Click the "Upload" button to upload your file to MCA Suite. If your csv file format does not meet our validation rules, you will see a rejection message. After your csv file has been accepted by MCA Suite, you will see an "Upload Success!" message and the uploaded file listed. 



You can then click the "Process" button to complete the upload process. If there are any errors while processing, you will receive error messages detailing the problems that need to be resolved in order to continue.


Attached to this article, you will see a template containing an example of what can be imported into MCA Suite. Note the header file (first row) is required and will be ignored during the import process.

Before you run a large deal import file, it is HIGHLY suggested that you test a FEW lines of deals first. In case there is an issue, it is easier to identify the problem if there are less new deals to sift through, as well as delete any faulty deals that may have been added.