Adding a Batch File on the Dashboard

Prep Work: Make sure all users/bank accounts that you are sending to/from already have the appropriate send/receive and credit/debit permissions.

Step 1: Toggle to your API Activity dashboard, click on batch transactions & upload file.


Your batch file must be a CSV file. Use the sample file (top right side of the dashboard) as an example.


Step 2: Review & Submit Batch

If everything looks good, click 'Submit Batch'.

If you need to make changes, update the CSV file & upload it again.

If you're getting an error, make sure your file is formatted correctly (CSV file, all fields entered correctly, etc).


Step 3: Done.

If all goes as planned, your transaction will be marked 'Successful'


Need to review your transactions?

To review your transactions later, navigate to your 'Transactions' tab to see your activity.


Have more questions? Submit a request