After creating a new cadence, you will be asked to upload accounts.
Options:
1. Upload Account List
This feature can be used to add accounts to your cadence and send invitations in bulk. Download the CSV Upload Format to view the specified import file format. Refer to the following section for list preparation guidance.
2. Search for Individual Accounts
Use the search function to search and add accounts one by one to your cadence.
Prepare Your List
If you are using option 1, prepare your List as follows:
| Worldly (Higg) ID | Account ID | OS ID | Custom Account ID | Social Credit ID | Tax ID | Emails* | Location | Company Name |
Each field corresponds to a specific account criteria that is used in the search process to determine account matches when the list is loaded.
List Fields and Criteria
IDs
- Worldly ID* (previously Higg ID) = the shorter numeric string used as a unique identifier (i.e. 138382)
- Account ID* = the longer alphanumeric string used as a unique identifier (i.e. 3b7027750db4d52e5079a…)
*Worldly ID or Account ID are the best criteria to use to find a direct Worldly account match. For each record where the Worldly/Account ID is known, all other data (email, address, name) are not necessary to include in this import file. These two IDs can be found in previous Higg FEM pages (tip: download the bulk CSV from your FEM modules page to find the Worldly IDs for accounts that have shared their module with you in the past.)
- OS ID = a 15-character unique Open Supply Hub ID associated with facility accounts (i.e. CN2019067NZ95AM)
- Tax ID = the unique company tax ID
- Social Credit ID = a unique, 18-digit national business registration number issued to all businesses and other entities in China
- Multiple email addresses are accepted, but must be separated by a semicolon.
- The system will look for matching Worldly account user email addresses.
*If you want records that have no Worldly account yet to receive an automated email inviting them to create an account on the Worldly platform, then you have to include the email address.
Street Address
For each record where the full address is unknown, try to be as specific as possible. If the street name is unknown, try to at least provide data for City and Country.
- The system will look for Worldly accounts that have an address within a 100-meter radius of the input location.
Company Name
The system will search for the exact string provided. For example, if “Company, Inc.” is input, it will look for that exact string and yield results that contain “Company, Inc.” If an exact match is not found, it will present potential matches that will require further review.
See sample CSV bulk upload file pictured below. Each row represents a different account. Emails, Location, and Company Name data are only provided for those accounts where ID is unknown.
Once your CSV file has been populated with data and ready for import, you can use either the Upload button or the Darg & Drop File feature to upload your file. Note that the system will not accept CSV files that contain more than 700 records (rows of data). Please note that you do not need to have information in every column to upload, but the more information you upload the better results of matching.
View Upload Results
Step 1: Once you submit your list, the system begins a data validation process and begins matching records from your list to existing Worldly accounts. The processing time is dependent on the size of the list, larger lists could take a few minutes to load. Once the evaluation process is complete, you will see a paginated list of results displayed in a grid layout.
Step 2: Review these results and select which accounts to add to the cadence, and which entries to track as “no account”. This phase allows you to preview and confirm the accuracy of account matches before adding them to the cadence, thus preventing incorrect accounts being added and sending a notification. It is helpful to have your import file open as you review these results. If you scroll to the bottom of this page, you will find a dropdown which allows you to change the number of items displayed per page (10-700).
If you scroll to the bottom of this page, you will find a dropdown which allows you to change the number of items displayed per page (10-700).
Please select all accounts that you want to add to the cadence.
Records that have No Matches will show as marked with a red x mark. These are accounts that no matched account could be found for based on the information in the CSV upload. You can search directly, or add these to cadence to track as ‘No Account’.
Found an error or think something is missing? Let us know so we can enhance this article. Your feedback is valuable to us!