Account Management
How do I batch upload recipients?
Using CSV upload to add multiple recipients to your directory at once
How do I batch upload recipients?
Instead of adding recipients one by one, you can upload a CSV file to import them in bulk:
- Go to Directory in the NextPay dashboard.
- Click Import and select Upload CSV.
- Download the CSV template if you do not already have one.
- Fill in the template with your recipient details (name, bank, account number, email, etc.).
- Upload the completed CSV file and review the preview.
- Confirm the import.
The CSV template includes columns for first name, last name, email, mobile number, bank code, and account number. Optional columns include company name, tags, and notes.
If any rows have errors (e.g., missing required fields or invalid bank codes), they will be flagged in the preview. You can fix the errors and re-upload, or proceed with only the valid rows.
There is a maximum of 500 recipients per upload. For larger imports, split your file into multiple batches.