Bulk Upload - Contact and Fund Account

Create contacts and fund accounts in bulk from your RazorpayX Dashboard using the bulk upload feature.

The bulk upload feature allows you to create contacts and fund accounts in bulk from the Dashboard. You can also use this feature to add fund account details to an existing contact.

Handy Tips

  • It is not possible to create contacts without fund account details using this feature. That is, when you create a contact using the feature, you must upload fund account details for the contact as well.
  • You cannot use this feature to to edit existing contact or fund account details.

To create contacts and fund accounts in bulk:

  1. Download the required sample template.
  2. Add the required data to the template.
  3. Upload the template via the Dashboard.

  1. Log into your .
  2. Navigate to ContactsImport Contacts. Click + IMPORT.
    Contacts Import Page on RazorpayX Dashboard. It shows a list of old batches of contact uploaded, sorted by newest ones first. '+ Import' button is to the top-right edge of the screen.
  3. Click .
  4. Add the required data to the .csv file. Ensure the data is formatted correctly and save the file.
  5. Select Click to Upload and choose the file you want to import.
    Import Contacts window, asks you to drop your .csv file in the window, or upload it. The maximum size allowed is 10MB. File must follow the given template.
  6. Click NEXT and preview the uploaded contacts.
  7. Name the batch of contacts and click CREATE.
    2nd Screen called 'Preview & Close', showing the top 3 rows from the file uploaded. Batch Name can be edited, and when done, click on the blue button 'Create' at the bottom-right corner.

Use the

to create contacts and fund accounts using the bulk upload feature. This contains some example data to help you.

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:

  • bank_account
  • vpa

Fund Account Name


string Name of the account holder as per bank records. For example, Gaurav Kumar.

Fund Account Ifsc


string Bank IFSC of the account number. For example, HDFC0000053.

Fund Account Number


string Beneficiary account number. For example, 765432123456789.

Fund Account Vpa


string The virtual payment address.

For example, gauravkumar@upi.

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.
Possible values:

  • amazonpay

Contact Id


number This is the unique Contact Id to which payouts are to be made.

Contact Type


string The classification of contact that is being created. For example, employee.

Handy Tips

  • Additional classifications can be created via the Dashboard.
  • This field is case sensitive.

The following classifications are available in the system by default:

  • vendor
  • customer
  • employee
  • self

Contact Name


string Name of the person to whom payout is to be made. For example, Gaurav Kumar.

Contact Email


string Email address of the contact to whom the payout has to be made.

Contact Mobile


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.

notes[example text]


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, fa_ECDexvVvKxbQDK.

Error Code

string The error code for the failure. For example, BAD_REQUEST_ERROR.

Error Description

string The reason for the error. For example, Invalid IFSC Code in Bank Account