Trade Payment Program A/R Data Submission Guidelines
Participating in the CreditRiskMonitor Trade Contributor Program is free, secure and confidential. Submitting your A/R data helps enrich the credit intelligence available to the broader business community and improves the quality of the scores and reports you rely on.
If your company already shares an A/R file with another credit bureau or trade group, simply send us the same file. We will only request changes if required fields are missing.
Required File Layout
Your file should contain one row per customer and include the following columns:
Customer Aging File Fields
Include the following fields in your customer aging data file.
| Field name | Status | Description |
|---|---|---|
| Account # | Required | Your internal customer account or ID number. |
| Customer Name | Required | Full legal business name of your customer. |
| Street Address | Required | Customer’s primary billing or mailing address. |
| City | Required | City of the customer’s address. |
| State or Province | Required |
Two-letter state or province code, such as
NY or CA.
|
| ZIP or Postal Code | Required | Five-digit ZIP code or international postal code. |
| Country | Required | Country associated with the customer’s address. |
| Current Amount | Required | Balance that is not yet past due. |
| Past Due 1–30 Days | Required | Balance that is 1 to 30 days beyond payment terms. |
| Past Due 31–60 Days | Required | Balance that is 31 to 60 days beyond payment terms. |
| Past Due 61–90 Days | Required | Balance that is 61 to 90 days beyond payment terms. |
| Past Due 90+ Days | Required | Balance that is more than 90 days beyond payment terms. |
| Currency | Required |
Three-letter currency code, such as
USD, CAD, or EUR.
|
| Total Amount | Required | Sum of the current and past-due aging buckets for the customer. |
| In Collections | Optional |
Indicate whether the account has been sent to collections using
Y or N.
|
Accepted File Formats
We can accept files in any of the following formats:
- Excel (.xlsx)
- CSV (.csv)
Please note: We are unable to process PDF, Word, XML, HTML, or scanned/printed copies of your aging data
How to Submit Your File
- Email — Send your file directly to your CreditRiskMonitor data contact. We will confirm receipt and follow up with next steps.
- Secure FTP — A unique FTP login can be provided upon request for recurring submissions.
Get in Contact
FAQs
Is there a cost to participate?
No. Participation in the CreditRiskMonitor Trade Data Program is always free.
How is my data kept confidential?
Your customer data is treated as strictly confidential. Your company name will not be associated with any trade reference in our reports. We do not solicit your customers or resell your data for marketing purposes.
What if we already report to another bureau?
You can simply add us to your existing distribution list. Many companies report to multiple bureaus to maximize data coverage.
Does the file format need to stay consistent?
Yes. Once we configure your file profile, please keep the same layout each submission. If your format changes, notify us in advance so we can update your profile accordingly.