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Bulk Upload Director ID's Using SuperAdmin

Upload Director ID's in Bulk using SuperAdmin as per the Economic Crime and Corporate Transparency Act 2023 (ECCTA)

Updated over 2 months ago
  1. Click Download a Template.

2. Locate the Person Update ECCTA template and click Download.

3. An excel spreadsheet with all of your UK Directors will appear in your downloads folder, open the excel spreadsheet.

4. Open the Notes Tab and check the notes on how to input the data.

5. Input the required data as per the notes section into the Excel spreadsheet and select Save.

6. Return to the SuperAdmin Homepage and click the Upload a Template tile.

7. Select the Template, Person Update ECCTA and upload the previously edited excel spreadsheet in the File field.

8. The data will be uploaded to the screen, click Test.

9. A TEST COMPLETE: notification will appear letting you know how many records have been updated. Once happy with updated records click Save.

A confirmation message will appear on the screen to confirm that the records have been updated.

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