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Create lists

You can create a new list if your role within the organization is Admin, Senior Analyst, or Analyst.

To create a new list:

  1. Go to Lists in the side navigation.
  2. Select to start creating a new list.
  3. Enter a list name and description. Make sure both are straightforward and accurate.
  4. Select the type of the list (approve, decline, or watch) and an attribute that should provide information for the list to function.
  5. Select a client and a merchant.
  6. Add values to the list manually or import them as a CSV file (make sure your CSV file follows our CSV file requirements).
  7. Confirm list creation with . A new list receives the label next to its name. The list starts affecting live transactions only after an Admin or Senior Analyst confirms it.

CSV file requirements​

Make sure your CSV file meets the following requirements:

  • It contains up to 4000 values.
  • It has one column only with each new value on the next row. The column should have a header. Example:

Download a valid CSV example to check how your import file should look like.

Approve lists​

New or updated lists need to be confirmed to start affecting live transactions. As an Admin or Senior Analyst, you can confirm creation of a new list or pending changes.

  1. Select Lists in the side navigation. New lists or lists pending changes have the label next to their name.
  2. Open a list with pending changes. Find all pending changes in the Pending changes section. As an Admin or Senior Analyst, you can Reject changes or Publish them. Pending assets are marked with a corresponding label, for example .
  3. Select to approve a new list or pending changes. New or updated lists start affecting live transactions immediately.
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