Update Customer Identifier Expiry Date in Bulk
Know how to update the expiry date of Customer Identifiers in bulk.
Follow the steps given below to update the expiry dates of Customer Identifiers in bulk.
- .
- .
- .
- .
- .
- Log in to the Dashboard and navigate to Smart Collect.
- Click Batch Expiry Update → Download Sample File to download the sample batch file.
Handy Tips
- The size of a batch file can be up to 10 MB. You can add up to 10,000 rows in a particular file. Customer Identifiers are processed in the same sequence as listed in the file.
- The Field names/headers in a batch should not be modified. Modifications can cause upload failure.
The batch file contains all the necessary details to update the expiry date. Given below are the required fields for creating a batch file:
Virtual Account Id
mandatory
The Customer Identifier Id for which you wish to update the expiry date.
Expire By
mandatory
The updated expiry date for your Customer Identifier. The correct format to enter expiry date is DD-MM-YYYY hh:mm.
Below is a table showing what a sample batch file will look like:
To upload a batch file:
- Navigate to Smart Collect → Batch Expiry Update.
- Click the Upload New Batch button.
- On the pop-up page, drag and drop the file over the highlighted area. Alternatively, click the Click to Upload option to select your file from your system.
The file is validated and uploaded to the Razorpay server. After the file is successfully uploaded, a snippet view of the file is displayed in the Batch Upload pop-up page.
After the batch is created, you can see a Batch Created Successfully pop-up page. Click Close and reload the page. The newly created batch file will appear in the list of Batch Uploads.
The Batch Uploads screen displays the following fields:
The batch file states are explained in the table given below:
Handy Tips
- The Processed state does not mean all rows in the file were successfully processed. It just means the file was successfully processed, with or without errors.
- Download the report to check for errors. You can correct these errors and upload the data again in another file.
Batch file errors are detected during file upload. You can also download the batch file report after the upload to check for errors.
A processed batch file does not necessarily mean that that the expiry dates were updated for all Customer Identifiers. There is a chance that a few Customer Identifiers did not get added because of certain issues in the entered data. For example, data was missing in a few fields.
Download the Batch Report to understand the reason for the error. This contains the following additional fields to help you check if the expiry date for a Customer Identifier is update or not.
To fix the errors, make the required changes and re-upload the batch file.
Was this page helpful?