How do I add my existing customers to Portfolio Monitoring?

Every portfolio item starts from a completed business search, so the first step is making sure each business has been searched.

• Already searched: add the search to the portfolio from the console, or call POST /portfolio/items with the search ID. To add many at once, use POST /portfolio/items/bulk with a list of search IDs and an optional group.

• Not yet searched: upload a CSV batch search in the console, then add the resulting searches to the portfolio. For an ongoing flow, add each business as it completes underwriting, either from your own system or through a decisioning platform.