This article outlines how to turn your data into a CSV/Excel file that can be uploaded into the platform as a single company or multiple company batch run
Our platform accepts user data inputs in certain scenarios:
1. When you wish to run a fresh assessment without Wiserfunding data.
2. When you wish to add more data to an existing report.
In any of the above scenarios, while preparing for your risk assessment, you will need to enter your data into a CSV/Excel file to upload into Wiserfunding.
When your CSV export/upload template is downloaded, you can enter your data by adding a new line to the bottom of the each dataset, and entering data for the 'period' as relevant.
The file will fail its validity check if one of these are missing.
- Company ID
- Company Name
- Creditors
- Currency (ISO 4217)
- Debtors
- Inventory
- ISO (ISO 3166-1 alpha-2 code)
- Loans
- Period (formatted as YYYY-MM-DD or YYYY)
- Total Assets (Required on API Only)
Inputting just these will be enough to generate benchmark scores.
To ensure that the data is mapped correctly to the model inputs, please consider the following document:
Financial Statement - MDI Field Mapping
Depending on Excel's regional setting, your default delimiter/separator may be either commas (,) or semicolons (;) to separate items in a CSV file. As Wiserfunding uses commas (,) as default delimiters/separators, CSV files with semicolons (;) as delimiters/separators will give you upload issues.
In this case, please read this article.
If you have any further questions or face any issues, please contact our support team.