> ## Documentation Index > Fetch the complete documentation index at: https://docs.cynopsis.co/llms.txt > Use this file to discover all available pages before exploring further. # Using Batch Upload to Onboard Customers ## Description You can create multiple new customers at once using the **Customer Batch Upload** feature. Simply download the template and populate it according to the required file format. **Navigation:**\ `Log In to Artemis Dashboard → Add New Customers → Batch Upload → Hover the ‘i’ icon in the BATCH UPLOAD card` Location of the batch upload file template ### Important Notes * Do not alter the template file format. * Remove all sample rows before uploading. * Rows after the first empty row will be ignored. * Maximum 1,000 rows per batch upload. * All dates must be in **DD/MM/YYYY** format. * To update an existing customer, specify the **Customer Reference ID**. *** ## Trigger Screening When enabled, **Trigger Screening** will instruct Artemis to start screening **immediately after the entire file is uploaded**. If you prefer to delay screening, simply uncheck the option. *** ## Mandatory Fields and Key Fields to Note ### **Individual** | Field | Requirement | Description | | -------------------------------- | ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **customer\_reference\_id** | Mandatory, must be unique | Unique reference ID of the customer. Cannot contain duplicates. | | **is\_active\_customer** | Mandatory | Specifies whether the customer is active. Accepted values: `TRUE` / `FALSE`. | | **reference\_id** | Mandatory | Unique reference number for the individual. | | **name** | Mandatory | Full legal name of the individual. | | **gender** | Mandatory | Gender of the individual. | | **country\_of\_nationality** | Mandatory | Nationality of the individual. [See country list](../static-list-retrieval-apis/get-countries-list) | | **country\_of\_residence** | Mandatory | Country of residence. [See country list](../static-list-retrieval-apis/get-countries-list) | | **id\_type** | Optional | Type of identity document. [See identity document list](../static-list-retrieval-apis/get-identity-document-types) | | **id\_issue\_date** | Optional | Date of ID issuance (DD/MM/YYYY). | | **id\_expiry\_date** | Optional | Date of ID expiry (DD/MM/YYYY). | | **industry** | Mandatory | Industry of the individual. [See industry list](../static-list-retrieval-apis/get-industry-list) | | **occupation** | Mandatory | Occupation of the individual. [See occupation list](../static-list-retrieval-apis/get-occupation-list) | | **onboarding\_mode** | Mandatory | Onboarding mode used. [See onboarding mode list](../static-list-retrieval-apis/get-onboarding-modes) | | **payment\_modes** | Mandatory | At least one of the three payment-mode fields must be filled. [See payment mode list](../static-list-retrieval-apis/get-payment-modes) | | **product\_service\_complexity** | Mandatory | Complexity level of product/service the customer is using. [See product service complexities list](../static-list-retrieval-apis/get-product-service-complexities) | | **source\_of\_funds** | Optional | Source of funds. [See source of funds list](../static-list-retrieval-apis/get-source-of-funds) | | **date\_of\_birth** | Optional | Date of birth (DD/MM/YYYY). | ### **Corporate** | Field | Requirement | Description | | -------------------------------- | ------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **customer\_reference\_id** | Mandatory, must be unique | Unique reference ID of the customer. Cannot contain duplicates. | | **is\_active\_customer** | Mandatory | Specifies whether the customer is active. Accepted values: `TRUE` / `FALSE`. | | **is\_incorporated** | Mandatory | Indicates whether the corporation is incorporated. | | **reference\_id** | Mandatory | Unique reference ID of the corporation. | | **name** | Mandatory | Registered legal name of the corporation. | | **entity\_type** | Mandatory | Type of corporate entity. [See entity types list](../static-list-retrieval-apis/get-entity-types) | | **ownership\_structure\_layers** | Mandatory | Number of ownership structure layers for the corporation. [See ownership structure list](../static-list-retrieval-apis/get-ownership-layers) | | **country\_of\_incorporation** | Mandatory | Country where the corporation is incorporated. [See country list](../static-list-retrieval-apis/get-countries-list) | | **incorporation\_date** | Optional | Date of incorporation (DD/MM/YYYY). | | **incorporation\_expiry\_date** | Optional | Expiry date of incorporation (DD/MM/YYYY). | | **country\_of\_operations** | Mandatory | Primary country where business operations take place. [See country list](../static-list-retrieval-apis/get-countries-list) | | **business\_activity** | Mandatory | Primary business activity of the corporation. [See industry list](../static-list-retrieval-apis/get-industry-list) | | **onboarding\_mode** | Mandatory | Onboarding mode used. [See onboarding modes](../static-list-retrieval-apis/get-onboarding-modes) | | **payment\_modes** | Mandatory | At least one of the three payment-mode fields must be filled. [See payment modes](../static-list-retrieval-apis/get-payment-modes) | | **product\_service\_complexity** | Mandatory | Complexity level of the product/service the corporation is using. [See product service complexities](../static-list-retrieval-apis/get-product-service-complexities) | | **source\_of\_funds** | Optional | Source of funds for the corporation. [See source of funds list](../static-list-retrieval-apis/get-source-of-funds) |