SecurePoint USA
Trade
Import
Upload a CSV from your ERP, map fields, and stage transactions for automated screening.
Bring transaction data in via CSV upload or manual intake; monitor processing jobs.
Batch Progress
erp_export_2026-03-07.csv
25/25 rows
OK: 8
Review: 7
Hold: 8
Errors: 2
Screened: 23
Screening errors: 1
Processing notes
Diversion scoring was applied to all stageable rows.
1 row could not be mapped because required fields were missing.
1 transaction was routed to review because SecurePoint screening returned an error.
Preflight
Rows detected
3
Stageable rows
3
Missing required data
0
Invalid value rows
0
Validation status
Batch is ready to stage. Preview rows below reflect the current mapping configuration.
Trade previews the first three mapped records after current column assignments are applied.