Prepare a CSV file to add members to a watchlist

Use this article to learn what information your CSV file must include to successfully upload members to a watchlist.

If you are creating a CSV file for the first time, see Understand the basics of creating a CSV file.

Prepare a CSV file

The table below lists the supported CSV columns and provides information about each column.

Column name Required Description
Email Address No The member’s email address.
Reasons This column is required only if "Reason for Inclusion" is set to "Mandatory".

Include one or more reasons, separated by commas, for why the member is being added to the watchlist.

The reasons must already exist in the watchlist. For more information, see Set up reasons for inclusion.

Division No The member’s company.
Full Name No The member’s full name.
First Name Yes The member’s first name.
Last Name Yes The member’s last name.
Effective Date No The date when the watchlist starts checking sign-ins against the member. The expected format is YYYY-MM-DD.
Expiration Date No The date when the watchlist stops checking sign-ins against the member. The expected format is YYYY-MM-DD.

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