To create contacts and fund accounts in bulk:
- Download the required sample template.
- Add the required data to the template.
- Upload the template via the Dashboard.
- Log into your
- Navigate to Contacts → Import Contacts. Click + IMPORT.
- Add the required data to the
.csvfile. Ensure the data is formatted correctly and save the file.
- Select Click to Upload and choose the file you want to import.
- Click NEXT and preview the uploaded contacts.
- Name the batch of contacts and click CREATE.
The table below lists the various fields in the template and gives a brief description of each field.
Fund Account Type
string The type of account to be linked to the contact id. Possible values:
Fund Account Name
string Name of the account holder as per bank records. For example,
Fund Account Ifsc
string Bank IFSC of the account number. For example,
Fund Account Number
string Beneficiary account number. For example,
Fund Account Vpa
string The virtual payment address.
Fund Account Phone Number
number Phone number of the contact associated with the given fund account.
Fund Account Email
string Email of the contact associated with the given fund account.
Fund Account Provider
string The bank/wallet providing the user with a fund account.
number This is the unique Contact Id to which payouts are to be made.
string The classification of contact that is being created. For example,
- Additional classifications can be created via the Dashboard.
- This field is case sensitive.
The following classifications are available in the system by default:
string Name of the person to whom payout is to be made. For example,
string Email address of the contact to whom the payout has to be made.
number Mobile number of the contact to whom the payout has to be made.
Contact Reference ID
string Reference ID of the contact, if any.
string Notes for the details being imported. You can replace the
example text in the header with text of your choice. You can add up to 15 notes. Text in the header is the title and text in the cell is the value for the note.
Once a bulk upload is processed, you can download the processed bulk report from the Dashboard. The report has the following additional fields that you can check to see if the contacts/fund accounts were created successfully.
Fund Account Id
string Unique identifier for the fund account. Populated if the fund account is successfully created. For example,
string The error code for the failure. For example,
string The reason for the error. For example,
Invalid IFSC Code in Bank Account