Help Center- Once you sign into our online platform, from the Main page, under the Products & Services section, click Order Credit Report.
- Next, click the Upload Batch Order tab on the top of the page. Make sure Order Credit Report is chosen under the Product Options section, then proceed to upload your .CSV file using the Choose File button under Batch Order File (.CSV), lastly, click Upload.
- On the mapping screen, confirm the mapped fields are correct and when ready, click Next. *Review the below reference table to map the fields.
- The confirmation field will then appear, verify the information is correct and if any, review the detected errors in the .CSV file and when ready, click Begin.
- You will then be taken to the Batch Order Processing screen, where you can see the progress of your order. You can stay on this screen until the order completed or you can click Exit. The batch will still process in the background and email you when the batch processing is complete.
- After your order has been processed, you will be redirected to the batch order search page. Which will give you an option to download Summary Report Options, a ZIP folder with all complete PDF credit reports and/or view a list of all credit orders included in the batch.
Reference table for CSV file column headers
Create the initial file using Excel with the column headers listed in the provided example. Complete the file by entering the information to be included in the batch order. When complete, use the FILE > SAVE AS option in Excel to save is as CSV (Comma Delimited) (*.csv).
*Please click here to download a sample .CSV template
Please contact support@kcbcredit.com if you have any questions.