Before contacting our B+W support, we recommend reviewing the documentation below, as they may provide an immediate solution to your issue.
If you cannot find the answer you are looking for, please contact your account manager or our support team for further assistance. You can reach us by sending us an E-mail at [email protected]
In the Client Portal, users are able to upload a credit file that the agency must process for your campaigns. That way, they will get insights on how many subscriptions have been cancelled and how much they have to credit back.
Step 1 - Go to the Uploads section
In the top-menu, select the 'Uploads' tab to open up the menu, you have the option to use our predefined filters to look up for a specific upload if needed.
Step 2 - Search for existing uploads
When you're ready setting up the filters (or not), press on 'Search upload' to generate the overview of previously uploaded credit files.
Step 3 - Create a new upload
To upload a new credit file, press the 
icon to starting creating a new upload. This will open up a new upload section in where you can add information.
Step 4 - Fill in the required information
To meet the requirements of uploading a new file, you need to set the following sections in order to proceed with the upload of your file:
Account - Select the account that the credit document belongs to
File type - Select the correct file type (example: Credit request)
Step 5 - Upload your file
Once you selected the account and file type, press the 
icon to select the file you would like to upload. Take in mind that only the following file formats are supported:
CSV
TXT
Step 6 - Save the upload
After selecting your file, confirm the upload by pressing on 'Save' at the bottom. The credit file will now appear in the upload overview and where you can track its status.
Important note: Make sure the credit file follows the correct format required by your agency. If the format is incorrect, the file may not be processed. If you are unsure about the required format, please contact your agency contact to verify its format.