You can send transactions by spreadsheet via our dashboard or by API.
To find out how to send qualifications via API, visit our documentation.
To send transactions by spreadsheet, go to the Data Qualification tab on our dashboard and select the Send Qualifications by Spreadsheet button.
When qualifying data via our dashboard, you can only send transactions by spreadsheet, whether it's an individual qualification or in bulk.
Clicking on this button will open the following screen, where you can download the spreadsheet template that you need to fill in with the qualification data.
After filling in the spreadsheet, select your company name in the Select a merchant field, and the qualification phase you want to use in Service type.
Learn more about the phases of data qualification in our exclusive article on this product.
Once you've filled in the file, upload it to the appropriate place and click on send file.