If your prospect connects their accounting system, a list of their customers and/or vendors will usually display automatically in Decipher under Customers and Vendors. If not, you can upload a list yourself. Follow the steps below to upload a list.

➡️ Step 1: Navigate to the Customers or Vendors tab in a prospect's application. These may be located under Financials or Accounts Receivable or Accounts Payables tabs, depending on how your account was set up. Locate the correct tab. In the example below, a list of Vendors is found under Financial Information.

Click on Upload.

📂 Step 2: Choose whether to upload from a document provided by the prospect during the application process and stored in Decipher (Documents) or from your computer files. Select the file. You may need to click "All Files" to locate the file.

📑 Step 3: Choose the appropriate sheet, if applicable. Decipher usually displays information on the file it is reading. For example, if it is Excel, it will identify the first Row and the name of the Excel sheet. If there are multiple sheets you may need to select the right one. If not and when done, click Next.

🔎 Step 4: Map the appropriate required and optional fields. When done, click Next.

✅ Step 5: Preview the results and if correct proceed to Upload or click Previous to make any changes.

Once the Upload is complete, you will see the list show up.

Want to run a manual business credit report on a customer or supplier/vendor? See Run a Business Credit Report.

🎉 Success!