Add Sub-merchants

Resellers can invite sub-merchants using their email IDs or by sharing a referral link from the Razorpay Dashboard.


As a Reseller 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

.

Handy Tips

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

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.

There are 2 ways to refer sub-merchants:

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.

To invite a new sub-merchant using email ID:

  1. Log in to the

    .

  2. Click Partner and navigate to Affiliate Accounts.

  3. Select the Payments or RazorpayX tab depending on the product you want to refer a client to.

  4. Click + Add New Clients.

    Reseller Partners - add new clients
  5. 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.

    Reseller Partners - enter client details
  6. If you want to perform KYC for your client, select Yes, I will assist my client with their KYC and click Send Invite.

    Reseller Partners - perform client KYC

    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

    . 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.

    KYC consent form during sub-merchant onboarding.

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.

To view and understand the file format requirements, download the

. The account creation template contains the following headers.

account_name

optional

Name of the sub-merchant's account.

email

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.

To add multiple accounts using the bulk upload template:

  1. Log in to the

    .

  2. Click Partner and navigate to Affiliate Accounts.

  3. Select the Payments or RazorpayX tab depending on the product you want to refer a client to.

  4. Click + Add New Clients.

  5. Shift to the Bulk Upload tab.

  6. Upload the file. You can drag and drop or click to upload.

    add multiple account
  7. The file is validated for any associated errors and uploaded to the Razorpay server. Click Next.

    send invite
  8. 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.

    Reseller Partners - perform client KYC

    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

    . 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.

    KYC consent form during sub-merchant onboarding.

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. RazorpayX Affiliates will appear with a default CA status as Application not initiated.

email sent

To get started, the sub-merchants referred for Payment products, must proceed to complete the

and processes by using their Razorpay account credentials.

And, sub-merchants referred for RazorpayX Current Account, must log in to their

and initiate Current Account application.

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:

  1. Log in to the

    .

  2. In the Partner section, navigate to Affiliate Accounts.

  3. Click Share Referral Link.

    Reseller Partners - share referral link
  4. 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 a client to.

  5. If you want to perform KYC for your client, select Yes, I will assist my client with their KYC.

    Resellers - share referral link with KYC
  6. A drop-down page appears where you can share the link using:

    1. 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.
    2. Facebook: Click the Facebook icon to share the referral link as a post on your Facebook account.
    3. Twitter: Click the Twitter icon to send a tweet with the referral link.
    4. WhatsApp: Click the WhatsApp icon to send a message with the referral link.
  7. 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.

    Resellers - share referral link without KYC

    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

    . 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.

    KYC consent form during sub-merchant onboarding.

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

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

and .

All Invites and Accepted Invites

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

  • You can check all the invites sent in the All Invites tab. Here you can resend invites to your contacts.
    Reseller Partners - All invites sent
  • To see the contacts that have accepted your invite, switch to the Accepted Invites tab. Here you can check the activation status and request for KYC.
    Reseller Partners - Accepted invites

You can use the Switch option to access the sub-merchant's account. Once you migrate to the sub merchant’s Razorpay Dashboard, you can perform all the actions that the sub-merchant can perform.

A RazorpayX affiliate will be displayed with a default CA status as Application not initiated. Sub-merchants referred for RazorpayX Current Account must log in to their

and initiate Current Account application.

Sub-merchants invited for Current Account can be seen under RazorpayX:

Reseller Partners - List of affiliate account

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