Bulk upload of customer data

Where MARS customers already have large volumes of consumer data, they can Firms can bulk upload that data to save administration time. To transfer the data securely, customers can set up a secure data room – or MorganAsh will set up a dedicated secure SFTP site. 

This is only available with the ‘enhanced’ version of MARS. 

The data should be sent as a CSV file, or similar format, and include the following fields.  Download template

Field name	Field type	Max length	Required	Format
Products	varchar	255	Optional	Name of the selected products as shown in MARS; if multiple products then seperate with ~
CaseCode 1	varchar	20	Optional	Any reference, identifier
CaseCode 2	varchar	20	Optional	A second reference, identifier
Title	varchar	20	Optional	A second reference, identifier
Firstname	varchar	50	Mandatory
Lastname	varchar	50	Mandatory
DOB	date		Mandatory	yyyyy/mm/dd
Gender	varchar	50	Optional	Female, Intersex, Male, Non binary, Transgender
Email	varchar	100	Optional/mandatory	Is required if you are emailing the consumer
HomeTelephone	varchar	20	Optional
MobileTelephone	varchar	20	Optional
Address1	varchar	50	Optional/mandatory; mandatory if answered yes to premesis-level data
Address2	varchar	50	Optional
Address3	varchar	50	Optional
Town	varchar	50	Optional/mandatory; mandatory if answered yes to premesis-level data
Region	varchar	50	Optional
Postcode	varchar	10	Optional/mandatory; mandatory if answered yes to premesis-level data
Prime	varchar		Optional	If not indicated in the “Prime” field – the first person will be allocated as the prime contact for the premises so long as the address, town and postcode match.