> ## Documentation Index
> Fetch the complete documentation index at: https://docs.truv.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CSV Upload

> Create verification orders in bulk by uploading a CSV file through the Dashboard

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.

```mermaid theme={null}
sequenceDiagram
    participant Dashboard as Truv Dashboard
    participant API as Truv API
    participant Users as Users

    Dashboard->>API: 1. Upload CSV file
    API->>API: Validate rows
    API->>Users: 2. Email/SMS to each user
    Users->>API: 3. Users complete verifications
    API-->>Dashboard: 4. Status updates per order
```

***

## Upload orders

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

![Upload orders](https://files.readme.io/300294d-126.png)

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

![CSV file upload](https://files.readme.io/c847552-image.png)

6. Truv validates mandatory fields before processing

<Warning>
  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.
</Warning>

***

## 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               |

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

***

## 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](/developers/integration/manual-orders/manage-orders) for filtering, searching, and exporting.

***

## Next steps

<CardGroup cols={2}>
  <Card title="Manage Orders" icon="table" href="/developers/integration/manual-orders/manage-orders">
    Filter, search, and export order data
  </Card>

  <Card title="New Order" icon="user-plus" href="/developers/integration/manual-orders/new-user">
    Create a single order through the Dashboard
  </Card>
</CardGroup>