X

Contacts

About Contacts

Create, update and view Contacts on the RazorpayX Dashboard.

A Payout is made to a Contact (similar to a beneficiary in banking terminology). To make a Payout to a Contact, you must add a Fund account to the Contact.

Contact Support

This page is not meant for contacting Razorpay Support. Visit our

contact support page

to contact our support team.

What are Contacts

A Contact is defined by certain properties such as name, email id and phone number, and has associated Fund accounts (bank account or UPI handle) to which payouts can be made. There is no limit to the number of Contacts you can add. After Contacts are added, you can start making Payouts.

Contact Types

When creating a Contact, you are required to assign a type to the Contact. This helps in categorisation of Contacts and analysis of the payouts made to each category. The following types are available:

  • vendor
  • customer
  • employee
  • self

You are not restricted to use only these types. You can create custom types for Contacts, as applicable to your business, from the RazorpayX Dashboard.

Create and View Contact Types

To create a Contact Type:

  1. Log in to the

    RazorpayX Dashboard

    .
  2. Navigate to Contacts on the left navigation and click ︙.
  3. Click Create Contact Type.
    Create Contact Type
  4. Enter the Type Name and click CREATE CONTACT TYPE.
    Enter Contact Type name

Or, first view the existing Contact Types and decide whether you want to create a new type.

  1. Log in to the

    RazorpayX Dashboard

    .
  2. Navigate to Contacts on the left navigation and click ︙.
  3. Click View Contact Types.
  4. Scroll to view all the available types or use search.
  5. Click + CREATE NEW CONTACT TYPE.
    View and create new Contact Type
  6. Enter the Type Name and click CREATE CONTACT TYPE.

Contacts Actions

The following table lists down the actions that can be performed on Contacts using APIs, Dashboard and Bulk Upload:

ActionAPIDashboardBulk Upload
Create a Contact✓✓✓
Update a Contact✓✓x
View Contact details✓✓x
Mark as inactive✓✓x

You can

create Contacts using APIs

or

create Contacts in bulk

.

Create a Contact

To create a Contact with Fund Account from the Dashboard:

  1. Log in to the

    RazorpayX Dashboard

    .
  2. You can create a Contact in two ways:
    • Navigate to the drop-down menu next to + Payouts and click Add Contact.
      Create new Contact
    • Hover over Contacts on the left navigation and click +.
    • Press C on your keyboard.
    • Navigate to Contacts on the left navigation and click + CONTACT.
  3. Enter contact details.
    Contact Details
  4. Click SAVE AND CLOSE.

Update a Contact and Fund Account

To update a Contact or Fund Account from the Dashboard:

  1. Log in to the

    RazorpayX Dashboard

    .
  2. Navigate to Contacts.
  3. Select the Contact you want to edit.
  4. Navigate to Options → Edit Contact.
  5. Edit Contact details and click NEXT.
  6. Click SAVE AND CLOSE.

You can also

create

and

update

contacts using APIs.

Mark Contact Inactive

Mark Contacts inactive instead of deleting them when you do not require them. You can also activate them following the same steps.

To mark a Contact inactive from the Dashboard:

  1. Log in to the

    RazorpayX Dashboard

    .
  2. Navigate to Contacts.
  3. Select the Contact you want to mark inactive. A right-pane opens up.
  4. Click Options → Mark as Inactive.
    Mark Contact Inactive

Next Steps

Add

Fund Accounts

.

Related Information

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