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Real-World Example

Maya receives a CSV of 800 creditor prospects. She uploads it in Import Creditor Profiles. The portal checks the headers first, shows which required headers are present, stores the file, creates upload history, and queues the import. If 780 rows are valid and 20 rows have duplicate or invalid data, the valid profiles should still be created and the failed rows should be available in a failed CSV.

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Visual Flow

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Required CSV Fields

The upload expects the creditor profile headers defined by the app, including company name, address, city, state, zip, phone, URL, company email, and optional contact fields for up to three contacts.

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How It Should Work

  • It should allow downloading a sample CSV with the expected headers and example creditor profile rows.
  • It should accept CSV uploads only.
  • It should normalize headers and detect required headers before submitting.
  • It should store the uploaded file and create an import history record.
  • It should process rows in a queued job, not inside the browser request.
  • It should create contacts only when contact first and last name are present.
  • It should email the EcoMail Hub user when the import completes, including total, successful, and failed record counts.

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How It Should Not Work

  • It should not import files with missing required headers.
  • It should not create duplicate profiles for the same company name, city, and state.
  • It should not stop the entire import because one row is invalid.
  • It should not create creditor consumer accounts; this import is only for creditor profiles.

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Developer Notes

  • The sample CSV API is GET /import-creditor-profiles/sample-csv.
  • Import history starts as Queued, moves to In-Progress, then becomes Completed or Failed.
  • Failed rows are written to a failed CSV with an Errors column.
  • The job runs on the imports queue.
  • Completion emails are queued on the mail queue after the job marks the upload history as completed.
  • app/Http/Controllers/Ecomailhub/ImportCreditorProfileController.php
  • app/Services/Ecomailhub/ImportCreditorProfileService.php
  • app/Jobs/ImportCreditorProfilesJob.php
  • app/Enums/CreditorProfileImportField.php
  • app/Mail/Ecomailhub/CreditorProfileImportCompletedMail.php
Last modified on July 5, 2026