If you have previously used a different platform, you may want to import your existing users/sub-merchants(vendors) to UNIPaaS to allow a smooth onboarding.

Data import

To migrate the users to the UNIPaaS platform, you need to provide us with a CSV file containing the user data. We will then import this file and provide an output file containing the migration results.

Input file format

Create a file in CSV (Comma Separated Values) format including the following fields:

alias	Onboarding type	Is Required	Data type	Description
`representative.firstName` `individual.firstName`	Company Individual	Yes	String	Company representative's personal or Individual's first name.
`representative.lastName` `individual.lastName`	Company Individual	Yes	String	Company representative's personal or Individual's last name.
`company.email` `individual.email`	Company Individual	Yes	String	Company representative's or Individual's business email address.
`representative.birthDate` `individual.birthDate`	Company Individual	Yes	String Format: YYYY-MM-DD	Company representative's personal or Individual's birth date.
`company.name`	Company	Yes	String	Legal company name
`company.phone` `individual.phone`	Company Individual	Yes	String	Company representative's or Individual's phone number.
`company.address` `individual.address`	Company Individual	Yes	Address	Company corporate or Individual's address `country`: string, ISO 3166-1 alpha-2 code `city`: string `street`: string `houseNumber`: string `flatNumber`: string (optional) `postCode`: string
`company.operationalAddress`	Company	Yes	Address
`business.url`	Company / Individual	Yes	String	For companies - Business Website URL For individuals - Profile URL (website, blog, social network profile)
`business.serviceDescription`	individual	Yes	String	A description of the services provided by the individual.
`business.category`	Company / Individual	Yes	String	MCC codes for the offered goods/services
`business.bankAccount`	Company / Individual	Yes	String	Number of the business bank account
`business.sortCode`	Company / Individual	Yes	String	Sort code of the business bank account
`business.agreement`	Company / Individual	Yes	Agreement	Digital signature on the MSA `accepted`: Boolean, `ipAddress`: ip
`vendorReference`	Company / Individual	Yes	String	Unique user identifier in your system

Save the file in UTF-8 format.
Send the file to UNIPaaS.

The following is an example of an input file:

representative.firstName,individual.firstName,representative.lastName,individual.lastName,company.email,individual.email,representative.birthDate,individual.birthDate,company.name,company.phone,individual.phone,company.address.country,company.address.city,company.address.street,company.address.houseNumber,company.address.postCode,individual.address.country,individual.address.city,individual.address.street,individual.address.houseNumber,individual.address.postCode,company.operationalAddress,business.url,business.serviceDescription,business.category,business.bankAccount,business.sortCode,business.agreement,vendorReference
William,,Smith,,[email protected],,1980-10-21,,Design Company,442098098923,,GB,London,Moorfields,21,EC2Y 9DB,,,,,,,https://www.designcompany.com,,,30947509,300300,,M002
,Jane,,Doe,,[email protected],,1976-11-28,,,447698092361,,,,,,GB,London,Buckingham Palace Road,123,SW1W 9SR,,https://www.janecrafts.com,Craft Shop,ARTIST_SUPPLY,34790876,40040,,J137

Output file

When we have imported your CSV file, we will send you an output file with the migration results.

The output file has the following fields:

alias	Data Type	Description
vendorReference	String	Unique user identifier in your system
vendorId	String	Unique user (vendor) identifier in the UNIPaaS system
onboardingLink	String	Unique user (vendor) onboarding link

The following is an example of the output file:

vendorReference,vendorId,onboardingLink
M002,66d87dccdd0d3236ae43c4fd,https://onboarding.unipaas.com/link/abc123
V134,66d58bd06098898a5de10bde,https://onboarding.unipaas.com/link/a25h3j
B776,66d9d3bd56de78294662de5f,https://onboarding.unipaas.com/link/p2p458
J137,66e1700156de78067462dedd,https://onboarding.unipaas.com/link/fhjsm3

Start using vendorId for your users in the UNIPaaS integration.

Access to your current integration

If data is not readily available and cannot be provided, UNIPaaS can still support the migration from your current provider. Please contact your UNIPaaS contact and provide us with:

Current provider name
Authentication details like API credentials for current provider

Once the data has been imported by UNIPaaS, we will provide you with an output file with migration results.

The output file has the following fields:

alias	Data Type	Description
vendorReference	String	Unique user identifier in your system
vendorId	String	Unique user (vendor) identifier in the UNIPaaS system
onboardingLink	String	Unique user (vendor) onboarding link

The following is an example of the output file:

vendorReference,vendorId,onboardingLink
M002,66d87dccdd0d3236ae43c4fd,https://onboarding.unipaas.com/link/abc123
V134,66d58bd06098898a5de10bde,https://onboarding.unipaas.com/link/a25h3j
B776,66d9d3bd56de78294662de5f,https://onboarding.unipaas.com/link/p2p458
J137,66e1700156de78067462dedd,https://onboarding.unipaas.com/link/fhjsm3

Start using vendorId for your users in the UNIPaaS integration.

Webhooks

UNIPaaS sends webhook notifications to inform your system about the vendors created in the system. By subscribing to the onboarding/update webhook, you will get notification about your vendor's vendorReferenceand the associated vendorId.