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.

Export Contacts

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:

  1. Download the required .
  2. Add the .
  3. 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.

Fields and Descriptions

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_account
  • vpa

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


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

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:

  • vendor
  • customer
  • employee
  • self

Contact Name

conditionally mandatory

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.

To upload the bulk file containing Contacts and the respective Fund accounts:

  1. Log in to your .
  2. Navigate to ContactsImport Contacts. Here, click + IMPORT.
    Contacts Import Page on RazorpayX Dashboard shows a list of old, newly sorted batches of contacts uploaded. '+ Import' is to the top-right edge of the screen.
  3. Click .
  4. Add the required data to the sample template 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. Maximum size: 10MB. File must follow given template.
  6. Click NEXT and preview the uploaded contacts.
  7. Name the batch of contacts and click CREATE.
    'Preview & Close' screen shows top 3 rows from uploaded file. Batch Name is editble; click 'Create' at bottom-right corner.

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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