Bulk Upload - Contact and Fund Account
Create Contacts and Fund Accounts in bulk from your RazorpayX Dashboard using bulk upload.
You can use the bulk upload feature to create Contacts and Fund accounts in bulk from the Dashboard. You can also use this feature to add Fund account details to existing Contacts. Export the existing Contacts and add the beneficiary details.
Watch Out!
- It is not possible to create new Contacts without adding Fund account details. When you create a Contact using bulk upload, you must also upload the Fund account details for the Contact.
- You cannot use this feature to edit existing Contact or Fund account details.
Create Contacts and their respective Fund accounts in bulk. Check the sample template to input the details, how to upload the template and the required fields.
To create Contacts and Fund accounts in bulk:
- Download the required .
- Add the .
- Upload the template via the Dashboard.
Use the
to create Contacts and Fund accounts using bulk upload. 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
conditionally mandatory
string The type of account to be linked to the Contact id. Possible values:
bank_accountvpa
Fund Account Name
conditionally mandatory
string Name of the account holder as per bank records. For example, Gaurav Kumar.
Fund Account Ifsc
conditionally mandatory (Mandatory if Fund Account Type = bank_account)
string Bank IFSC of the account number. For example, HDFC0000053.
Fund Account Number
conditionally mandatory (Mandatory if Fund Account Type = bank_account)
string Beneficiary account number. For example, 765432123456789.
Fund Account Vpa
conditionally mandatory (Mandatory if Fund Account Type = vpa)
string The virtual payment address.
For example, gauravkumar@upi.
Fund Account Phone Number
optional
number Phone number of the contact associated with the given Fund account.
Fund Account Email
optional
string Email of the contact associated with the given fund account.
Fund Account Provider
optional
string The bank/wallet providing the user with a fund account.
Possible values:
amazonpay
Contact Id
conditionally mandatory
number This is the unique Contact id to which payouts are to be made.
Contact Type
mandatory if Contact id is not given
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:
vendorcustomeremployeeself
Contact Name
conditionally mandatory
string Name of the person to whom payout is to be made. For example, Gaurav Kumar.
Contact Email
mandatory
string Email address of the Contact to whom the payout has to be made.
Contact Mobile
mandatory
number Mobile number of the Contact to whom the payout has to be made.
Contact Reference ID
optional
string Reference ID of the Contact, if any.
notes[example text]
optional
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.
- Log in to your .
- Navigate to Contacts → Import Contacts. Here, click + IMPORT.
- Click .
- Add the required data to the sample template file. 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.
After 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. Value is returned only when 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
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