Yes, you can perform a bulk import of your syndicated withdrawals into MCA Suite instead of entering each manually. Currently there is a 500 row limit.
To import your transactions, you must create and format a comma separated value (csv) file with the following columns:
Column | Label | Required? | Description |
A |
Investor Name |
Yes |
Name of the company / Investor type exactly. |
B |
Merchant Name | Yes | Legal name of the Merchant exactly. |
C |
Deal Name | Yes | Name of the deal exactly. |
D |
Amount |
Yes |
The amount of the withdrawal. |
E |
Date | Yes |
The date of the withdrawal. (MM/dd/yy) |
F |
Description |
A description for the transaction. 50 Characters max. |
A sample template is available for download at the end of the support article. Make sure to include a header row in whatever spreadsheet you use.
Once you have your file ready, go to Admin > Import > Syndicated Withdrawals page to select the file to be imported. You may also drag and drop the file as seen below:
After a successful upload, a "Process" button will appear in the upper right hand corner. Click process and wait for your import to complete. For larger files an email will be sent to your username upon completion. Only one import can be done while the process runs in the background.