Service Partners | Add Sub-merchants from Partner Dashboard

As a Service Partner, you can invite your affiliates to use Razorpay Payments products and RazorpayX Current Account. You get a partnership commission when the Sub-merchants perform any transaction using Razorpay products. Know more about

partnership commission

Handy Tips

You can invite your clients to use Razorpay payments. To become a Sub-merchant, the invitee has to accept the invite and create a Razorpay account.

Who is a Sub-merchant

Sub-merchants are the merchants who get onboarded on the Razorpay platform by a Partner. For example, Acme wants to provide an order management solution for its client company "Gekko". In this scenario, "Gekko" is Acme's Sub-merchant.

Once onboarded, Sub-merchant accounts (Affiliate accounts) must be activated to start collecting or disbursing payments.

You can invite your Affiliate partners/Sub-merchants directly using the Razorpay Dashboard. You can also encourage businesses to sign up for Razorpay products by sharing referral links on social media and instant messengers.

Add Sub-merchants Using Email Id

You can invite Sub-merchants using their email id to sign up and register on Razorpay. You can send an invite link to an individual account or multiple accounts.

Handy Tips

You can send a maximum of 1,00,000 invites/day. This could be individual invites, bulk invites or a combination of both.

Add One Sub-merchant

To invite a new Sub-merchant using email id:

Log in to the
Razorpay Dashboard
.
Click Partner and navigate to Affiliate Accounts.
Select the Payments or RazorpayX tab depending on the product you want to refer your affiliate.
Click + Add New Clients.
Under the Using Email tab, enter the Client Name, Email ID and Contact number (optional) to which the invite link must be sent. Click Next.
If you want to perform KYC for your client, select Yes, I will assist my client with their KYC and click Send Invite.

Handy Tips
We recommended you to perform KYC for your Sub-merchants as it decreases onboarding time by 50% and acts as a value added service. Know how to
perform KYC for your Sub-merchants
. During onboarding, your client will see a consent screen to allow you access to perform KYC. They need to approve it for you to submit the KYC form on their behalf.

Bulk Upload Multiple Sub-merchants

You can send invites to multiple users using the Bulk Upload option. Upload an XLSX or CSV file with the Dashboard's required data. This sends a single sign up invitation link to multiple affiliate accounts in bulk. This enables your Sub-merchants to sign up and register on Razorpay.

Bulk Upload Template

To view and understand the file format requirements, download the

sample template

. The account creation template contains the following headers.

account_name

optional

Name of the Sub-merchant's account.

mandatory

The email address of the Sub-merchant.

Watch Out!

Do not modify field names/headers (account_name and email) in a batch as it might result in an upload failure.
There should be only 1 sheet in the file.
The size of the file can be up to 50 MB. You can add up to 5,000 rows in a particular file. The links will be processed in the same sequence as listed in the file.

Add Multiple Accounts Using Bulk Upload Template

Log in to the
Razorpay Dashboard
.
Click Partner and navigate to Affiliate Accounts.
Select the Payments or RazorpayX tab depending on the product you want to refer your affiliate.
Click + Add New Clients.
Shift to the Bulk Upload tab.
Upload the file. You can drag and drop or click to upload.
The file is validated for any associated errors and uploaded to the Razorpay server. Click Next.
If you want to perform KYC for your client, select Yes, I will assist my client with their KYC and click Send Invite to send invites to your clients via email.

Handy Tips
We recommended you to perform KYC for your Sub-merchants as it decreases onboarding time by 50% and acts as a value added service. Know how to
perform KYC for your Sub-merchants
. During onboarding, your client will see a consent screen to allow you access to perform KYC. They need to approve it for you to submit the KYC form on their behalf.

What Happens Next

Once the file is successfully processed, you will receive the account creation status via email. The email attachment will include both success and/or failure details for each account, including the error code and exact reason for the failure.

The newly added Payments Sub-merchants will appear on your list on the Partner Dashboard with a default Activation Status as Not Submitted.

To get started, the Sub-merchants must proceed to complete the

Account Activation

and

KYC Verification

processes by using their Razorpay account credentials.

Add Sub-merchants Using a Referral Link

Share a referral link with potential Sub-merchants via social media or instant messengers. You can also copy the referral link and send it via email.

To add Sub-merchants using a referral link:

Log in to the
Razorpay Dashboard
.
In the Partner section, navigate to Affiliate Accounts.
Click Share Referral Link.
For Partner accounts on which X referrals have been activated in the Share Referral Link modal, select Razorpay Payments or RazorpayX depending on the product you want to refer an affiliate.
If you want to perform KYC for your client, select Yes, I will assist my client with their KYC.
A drop-down page appears where you can share the link using:
- Copy button: This copies the referral link. You can copy-paste this link and send it via email or instant messaging apps such as WhatsApp.
- Facebook: Click the Facebook icon to share the referral link as a post on your Facebook account.
- Twitter: Click the Twitter icon to send a tweet with the referral link.
- WhatsApp: Click the WhatsApp icon to send a message with the referral link.
If you do not want to perform KYC for your Sub-merchants, select No, my client will perform KYC on their own. A different referral link will be displayed. You can share this link using the above options.

Handy Tips
We recommended you to perform KYC for your Sub-merchants as it decreases onboarding time by 50% and acts as a value added service. Know how to
perform KYC for your Sub-merchants
. During onboarding, your affiliate will see a consent screen to allow you access to perform KYC. They need to approve it for you to submit the KYC form on their behalf.

Businesses can click on this referral link and sign up as an Affiliate account. As a Service Partner, you will get 0.1% commission for every transaction done by the Affiliate accounts who sign up using this link.

Actions After Inviting

Your contact will receive an invite via email and SMS to create a Razorpay account. To get started, the contacts invited for Payment products, must proceed to create a Razorpay account and complete

Account Activation

and

KYC Verification

. Sub-merchants invited for Payments can be seen under Payments.

Sub-merchant Activation Status

You can track the account activation status of the Sub-merchant on your Razorpay Dashboard under the Affiliate Accounts tab.

Status	Description
Not Submitted	When you invite the Sub-merchant, and your affiliate account is successfully added, the activation status by default is `Not submitted` . This is the default status.
Instantly Activated	Your affiliate account sets the Razorpay account password and provides contact details, business details, and account details. Once these details are fully verified, the activation status moves to `Instantly Activated` . The Sub-merchants can start accepting payments once the account is instantly activated. However, the settlements will not be enabled.
Under Review	Your affiliate account submits business documents to Razorpay depending on their business type. Razorpay then starts with the KYC review process. This changes the activation status to `Under Review` .
Activated	The account activation status is `Activated` once the KYC documents are successfully verified. The payments made by the affiliate accounts before they submitted the KYC form and documents will be settled to your account.