CSV Upload - Truv

For high-volume order creation without API integration, upload a CSV file through the Dashboard. Each row creates a separate order. Truv sends notifications to all users automatically.

Upload orders

Go to Activity > Orders and click Upload Order
Select the product type (income, employment, assets)

Download the sample CSV template provided
Fill in the template with applicant details, one row per order
Drag-and-drop or browse to upload the completed file

Truv validates mandatory fields before processing

Audit your CSV file to ensure all details are accurately filled out before uploading. Rows with missing mandatory fields (first name, last name) are rejected.

CSV template fields

Column	Required	Description
`first_name`	Yes	User’s first name
`last_name`	Yes	User’s last name
`email`	No*	User’s email for notifications
`phone`	No*	User’s phone for SMS notifications
`ssn`	No	Social security number (4 or 9 digits)
`employer_name`	No	Pre-fill employer for deeplinking
`loan_number`	No	Loan identifier for tracking
`external_user_id`	No	Your internal identifier

At least one of email or phone is recommended per row. Otherwise Truv cannot send notifications and you must share the verification link manually.

After upload

Each row creates a separate order visible in the Activity > Orders table. Filter by source to see only CSV-uploaded orders. Track individual order statuses and view results as users complete their verifications. See Manage Orders for filtering, searching, and exporting.

Next steps

Manage Orders

Filter, search, and export order data

New Order

Create a single order through the Dashboard

Manage Orders Overview

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​Upload orders

​CSV template fields

​After upload

​Next steps

Manage Orders

New Order

Upload orders

CSV template fields

After upload

Next steps