File formats for portfolio uploads

Coris loads your processor's native files, such as TSYS Draft 256 and Elavon formats. It also supports custom formats. You don't need to convert your files into a Coris layout.

The Coris onboarding team sets up the layout of each file with you. It then gives you the file_type to send with Create a file upload. Request a file setup.

What each file carries

File	What it carries
Merchants	One row per merchant: the merchant ID, legal and DBA names, address, MCC, boarding date, the boarding ISO and sponsor bank, and contact details
Authorizations	One row per authorization: the merchant ID, transaction ID, amount, date, currency, status, card type and response code
Settlements	One row per settled payment: the merchant ID, transaction ID, amount, settlement date and batch
Chargebacks	One row per chargeback: the merchant ID, chargeback ID, the linked transaction, amount, date and reason

Every record needs a merchant ID, so that Coris can link it to an account. The boarding ISO lets you filter the portfolio by ISO.

How Coris reads the upload

Rule	What happens
`file_name` or `file_type` is missing	Create a file upload returns `400`.
`file_type` is not one Coris set up for you	Coris stores the file, and the upload still ends `completed`. No records load.
`file_name` ends in `.zip`	Each file in the archive loads on its own, with the same `file_type`.
`file_type` ends in `_backfill`	The file loads as history, on a separate queue, so it does not delay daily files.

A completed upload does not prove that records loaded. Check the merchant count and totals in the portal after your first file.

What to do next

You want to	Go to
Send your first file	Fintechs, ISOs and sponsor banks
Send one merchant at a time	Create an account
Set up a scheduled SFTP feed	Get access

FAQ

Can I send my own CSV layout?

Yes. Coris supports custom formats, and the onboarding team sets up the layout with you.

Why does my upload say `completed` but nothing loaded?

The file_type or the layout did not match what Coris set up. Check both with Coris, then create a new upload.

Can I resend a file?

Yes. Create a new upload for it, because an upload takes one file only.

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