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.
Before importing deals the company must exist in the system first. We recommend you import Contacts first or add contacts manually prior to this step.
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 | Type of deal (e.g. Cash Advance, General). Default 'Cash Advance' | |
| 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 merchant for collections. [Merchant numbers need to be unique to merchants - can be reused across deals for same company. Can be alphanumeric.] | |
| 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 | First and last name of a person in the system. If duplicate, the first contact will be found. | |
| O | Assign To 1 | Assign a user to the deal. Must match the username in the system. | |
| P | Assign To 2 | Secondary agent assigned to the deal. Must match the username in the system. | |
| Q | Deal Category | Deal category | |
| R | Funder | Funding Company for the deal | |
| S | # of Payments | Bank - Number of Payments | |
| T | Bank Name | Name of Bank | |
| U | Total Deposit | Bank - Total Deposits. Use a number with no $ format. | |
| V | Avg Daily Balance | Bank Average Daily Balance. Use a number with no $ format. | |
| W | Avg Monthly CC | Merchant Processing Page - Average Monthly CC | |
| X | EIN | Company Employer IdentificationNumber | |
| Y | Business Start Date | Start of business | |
| Z | Owner 1 SSN | First owner's social security number | |
| AA | Owner 1 FICO | First owner's FICO score | |
| AB | Exp Daily Rate | Expected Daily Rate ($) for deal | |
| AC | Collection Schedule | Schedule for payment collections: Banking Days Only, Weekdays Only, Every Day, Bi-Weekly, or Monthly. CANNOT import a Custom schedule. NOTE: Spelling of Collection Schedule needs to match what is in the system; please enter as written above. | |
| AD | Collection Start Date | Must have Collection Scheduled entered. Date in MM/dd/YY format. Date to start collecting transactions. |
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.