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Coming Soon! - The RiskPulse Bulk Upload Tool

K
Written by Katie Dahill
Updated this week

Please Note: The RiskPulse Bulk Upload Feature will be coming very soon. If you would like a company list bulk uploaded immediately, please follow the process laid out below to fill out the template and submit it to our Client Services team at "[email protected]".
We have a temporary process in place to support this feature until it is officially automated in the RapidRatings system.

What is the Bulk Upload Feature?

The Bulk Upload feature allows you to upload up to 50,000 companies and match them against the RiskPulse universe. This feature helps you quickly populate your RiskPulse List and stay on top of your supplier universe.

Once the bulk list is uploaded, you can:

View matched companies in a dedicated page with:

  • Confidence scores (A–D, blank if no match)

  • Uploaded data vs. matched data

  • Filters by confidence score

  • A breakdown of how the match was determined

Download results are in a CSV format and include:

  • Uploaded data

  • Matched data

  • Scoring structure per key data point

Take actions directly from the matched view:

  • Open a company profile (cost: 1 or 3 credits)

  • Add companies to your RiskPulse List

  • Bulk add up to 100 companies at once!


How to Use the Bulk Upload Feature

Step 1: Access Bulk Upload

From the RiskPulse landing page, select: Bulk Upload Companies or Upload Companies

You’ll be taken to the Bulk Upload Page, which has two sections:

  • Upload Company List - where you can download a template, fill it in, and upload again when completed.

  • Uploaded Companies List - where your "Company List" will appear after you’ve uploaded it.


Step 2: Prepare and Upload Your File

In the Upload Company List section:

  1. Download the Excel upload template.

  2. Fill in your company (supplier) data in the correct format.

    • Mandatory fields are:

      • A Unique Identifier

      • Company Name

      • Country

  3. Click Upload Template & attach your file - a separate page will open where you can attach it.

  4. Confirm upload, and the file will be sent to our matching service.

Processing time: Up to 48 hours.
Your organization’s Primary Users will receive an email alert when the file is ready.


Step 3: Track Status in the Uploaded Companies List

While processing, the Uploaded Companies List shows:

  • File name

  • Processing status

Once ready, you can:

  • Review Matches online

  • Download CSV with full match details


Step 4: Review Matches

On the Review Matches page, you can:

  • Compare uploaded vs. matched data

  • Filter by matching score

  • See confidence scores and detailed scoring per each data point

    • Matched Grade Scores:

      • A - Very Strong Match

      • B - Strong Match

      • C - Good Match

      • D - Loose Match

      For the individual Match Grade components, the grade descriptions are as follows:

      • A - Exact Match

      • B - High Match (for Company Name, this could be an exact match but with different company extensions etc.)

      • C - Medium Match

      • D - Poor Match

      • E - Very Poor Match

      • O - Both values not present

      • X - Not Used / One value not present

      • Z - Not Matching

  • Take actions:

    • View company profile (credits apply if not previously viewed)

    • Add to RiskPulse List (credits apply if not previously viewed)

    • Bulk add up to 100 companies at once

Note: Adding a company to your list removes it from the Review Matches page.


Important Notes

  • Only one file upload at a time is allowed. You must wait for the current file to finish processing before uploading another.

  • All uploaded files and match results are saved in the Uploaded Companies List section for future access.

  • Any action that consumes credits will display a confirmation screen so that you are kept up to date.

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