---
page_title: Batch Merchant
product: JUSPAY Unified Dashboard
page_source: https://juspay.io/in/docs/dashboard/docs/payments/batch-merchant
llms_txt: https://juspay.io/in/docs/llms.txt
product_llms_txt: https://juspay.io/in/docs/dashboard/llms.txt
---


# Batch Merchant




## Overview



The Batch Merchant module provides comprehensive bulk merchant creation capabilities for onboarding multiple merchant accounts simultaneously through CSV file uploads and multi-stage configuration workflows. It offers real-time progress tracking, status monitoring, and detailed reporting for all merchant creation operations processed through the Juspay payment platform.

This module is designed for a wide range of users, including:

* **Operations Teams** : For creating multiple merchant accounts in bulk and monitoring merchant onboarding performance across different reseller types and configurations with comprehensive operational logs and audit trails.
* **Reseller Management Teams** : For bulk merchant account creation during partner onboarding, merchant provisioning, and tracking merchant creation operations across multiple business segments with detailed status reporting.
* **System Administrators** : To process bulk merchant creation requests, manage access control configurations, and provide accurate updates on merchant account creation status and system access activation.


## Accessing the Module



1. **Log in**  to the Juspay dashboard.
2. From the main navigation menu on the left, navigate to the batch operations section.
3. Select **Batch Merchant**  from the available batch operation tabs.
4. You will see the "Batch Merchant History" interface displaying previously uploaded batch files.
5. Click **"Create Batch Merchants"**  to initiate a new batch merchant creation process.
6. The navigation URL for this module is [https://portal.juspay.in/batch/merchant](https://portal.juspay.in/batch/merchant).

![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/dashboard/Screenshot%202025-09-30%20at%207.25.33%E2%80%AFPM.png)
*Batch Merchant*




## Step-by-Step Usage Instructions




### Creating Batch Merchant Operations




#### Step 1: Access the Batch Merchant Interface



1. Navigate to the Batch Merchant module using the steps above.
2. You will see the main "Batch Merchant History" dashboard displaying any previously uploaded batch merchant files in a table format.
3. The interface shows columns for File Name, Status, Queued Task, Failed Task, Success Task, Created At, Check Status, and Error File.
4. Files are displayed with status indicators: **ACCEPTED**  (green) for successful processing.


#### Step 2: Initiate New Batch Merchant Creation



1. Click the **"Create Batch Merchants"**  button (visible only to users with appropriate permissions).
2. The system will navigate to the "Batch Flow" configuration interface.
3. You will see a breadcrumb navigation: "Batch History → New Configuration".


#### Step 3: Multi-Stage Configuration Process



**Stage Navigation Overview:** 

The batch merchant creation process involves multiple configuration stages depending on your reseller type:

**For Axis Reseller Users:** 

1. **Juspay Details**  - Basic merchant type configuration
2. **Platform Details**  - Platform type selection
3. **Access Control**  - Role and permission management
4. **Client Configuration**  - SDK and platform-specific settings

**For Standard Reseller Users:** 

1. **Access Control**  - Role and permission management only


#### Step 4: Configure Access Control Stage



1. **User Management Section** :
   
   * Configure access permissions for the "Users" module
   * Options available: "Read Only" or "Read & Write"
   * Use "Select All" to apply permissions to all modules
   * Use "Mark as Read Only" or "Mark as Read & Write" for bulk permission setting
   
   ![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/dashboard/Screenshot%202025-09-30%20at%207.26.02%E2%80%AFPM.png)
   *Batch Merchant*
2. **Payments Section** :
   
   * Configure access permissions for payment-related modules:
     
     * **Orders** : Transaction and order management access
     * **Settings General** : General payment settings access
     * **Settings Security** : Security configuration access
     * **Settings Conflict** : Conflict resolution settings access
     * **Settings Webhook** : Webhook configuration access
     * **Gateways Configuration** : Payment gateway setup access
   * Each module can be set to "Read Only" or "Read & Write" permissions
3. **Permission Selection** :
   
   * Individual module selection with checkboxes
   * Bulk permission management with "Select All" functionality
   * Permission level indicators showing "0 Modules Selected" or "1 Modules Selected"
   * Clear visual distinction between Read Only and Read & Write access levels


#### Step 5: Submit Configuration and Upload CSV File



1. Click the **"Submit"**  button to proceed to the CSV upload interface.
2. The system will open the "Upload CSV File" modal with detailed instructions and upload interface.

![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/dashboard/Screenshot%202025-09-30%20at%207.25.33%E2%80%AFPM-FPHo7.png)
*Batch Merchant*




#### Step 6: Prepare and Upload CSV File



1. **Download Sample File** : Click on the **"Download Sample CSV"**  button to download the CSV template.
2. **Prepare Your Data** : Fill in your merchant data following the CSV field specifications (see table below).
3. **File Limitations** : 
   
   * Maximum 1000 entries per file
   * CSV format only (.csv file extension required)
   * File size limitations apply
4. **Upload Process** :
   
   * Click **"Click to upload or drag and drop"**  or drag and drop your CSV file into the upload area
   * The system validates the file format and structure
   * Mandatory fields are checked (Merchant Name, Merchant ID, Email, Country)
   * Column types are validated for proper data format
   * File format must be .csv only


#### Step 7: File Processing and Validation



1. **File Validation** : The system performs the following checks:
   
   * CSV format validation (.csv file extension required)
   * Mandatory field presence (merchantId, merchantName, email, country)
   * Data type validation for each column
   * Email format validation for email field
   * Merchant ID format validation (4-16 alphanumeric characters)
   * Row count validation (maximum 1000 entries)
2. **Error Handling** : If validation fails, specific error messages are displayed:
   
   * Missing mandatory fields
   * Invalid data types
   * Invalid email format
   * Invalid merchant ID format
   * File format errors
   * Row limit exceeded
3. **Successful Upload** : Upon successful validation:
   
   * File is queued for processing
   * Batch ID is generated
   * Initial status is set to processing
   * Merchant creation processing begins


#### Step 8: Monitor Processing Status



1. **Real-time Updates** : The dashboard automatically updates with processing status.
2. **Status Indicators** : 
   
   * **ACCEPTED** : Successfully processed merchant creation operations (Green indicator)
   * **FAILED** : Failed merchant creation attempts (Red indicator)
   * **QUEUED** : Merchant creation operations waiting in processing queue (Blue indicator)


### Monitoring and Managing Batch Merchant Operations




#### Viewing Batch Merchant Details



1. **Table View** : The main interface displays all uploaded batch files with:
   
   * **File Name** : Name of the uploaded CSV file containing merchant data
   * **Status** : Current processing status with color-coded labels
   * **Queued Task** : Number of merchant creation requests waiting for processing
   * **Failed Task** : Number of failed merchant creation attempts
   * **Success Task** : Number of successfully processed merchant records
   * **Created At** : File upload timestamp
   * **Check Status** : Refresh button for manual status synchronization
   * **Error File** : Download option for error reports
   
   ![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/dashboard/Screenshot%202025-09-30%20at%207.25.33%E2%80%AFPM-FPHo7.png)
   *Batch Merchant - Table View*
2. **Detailed View** : Click on any filename to access detailed information:
   
   * **Batch Merchant Summary** : Shows comprehensive batch information including:
     
     * **Total Accepted Count** : Number of successfully processed merchant records
     * Batch ID: Unique identifier for the uploaded file (format: alphanumeric string)
     * Date Created and Date Updated timestamps
   * **Merchant Details** : Expandable/collapsible interface showing:
     
     * Batch Merchant ID: Unique identifier for the batch
     * Date Created and Date Updated timestamps
     * Current status with color-coded indicators
   
   ![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/dashboard/Screenshot%202025-09-30%20at%207.26.53%E2%80%AFPM.png)
   *Batch Merchant - Detailed View*


#### Individual Merchant Records View



1. **Accepted Tasks Tab** : The detailed view shows successfully created merchant accounts with columns:
   
   * **Merchant ID** : Unique merchant identifier from the CSV file
   * **Merchant Name** : Merchant business name from the CSV file
   * **Merchant Email** : Email address from the CSV file
   * **Order Status** : Processing status (SUCCESS, FAILED, PENDING)
   * **Date Created** : Merchant account creation timestamp
   * **Last Modified** : Last update timestamp for the merchant record
   * **Enable Refund** : Refund capability status (TRUE/FALSE)
   * **Schedule Time** : Processing schedule information with eye icon for details


#### Search and Filter Capabilities



1. **Table Sorting** :
   
   * Click column headers to sort data
   * Available sorting for: File Name, Status, Created At, Success Task, Failed Task
   * Toggle between ascending and descending order
   * Sort indicators show current sort direction


### Data Export and Download




#### Downloading Processed Data



1. **Error File Download** : Click the download icon in the "Error File" column for failed entries.
2. **CSV Export** : Downloads include:
   
   * All processed merchant data with complete status information
   * Individual merchant creation results
   * Processing timestamps and status details
   * Error information for failed merchant creation attempts
3. **File Format** : 
   
   * CSV format with comma-separated values
   * Includes header row with column names
   * Comprehensive data export for audit and reporting purposes


## CSV File Upload Specifications




### CSV Field Requirements




| Field Name | Mandatory/Optional | Data Type | Description | Sample Value | Validation Rules |
|---|---|---|---|---|---|
| merchantId | Mandatory | String | Unique merchant identifier for the account | "abc" | Must be 4-16 alphanumeric characters, no special characters |
| merchantName | Mandatory | String | Business name of the merchant | "abcd" | Must be a valid string, cannot be empty |
| email | Mandatory | String | Email address for the merchant account | "abc@*.in" | Must be valid email format, cannot be empty |
| country | Mandatory | String | Country code for the merchant | "IND" | Must be a valid country code |
| enableRefund(true/false)[OPTIONAL] | Optional | Boolean | Refund capability for the merchant | "false" | Must be true or false when provided |
| merchantCategoryCode[OPTIONAL] | Optional | String | Merchant category classification code | "7889" | Must be a valid MCC when provided |
| mobile[OPTIONAL] | Optional | String | Mobile number with country code | "+91 9999999999" | Must be valid phone number format when provided |
| mustUseGivenOrderIdForTxn(true/false)[OPTIONAL] | Optional | Boolean | Order ID usage requirement | "true" | Must be true or false when provided |
| industry[OPTIONAL] | Optional | String | Industry classification | "Education" | Must be a valid industry type when provided |
| returnUrl[OPTIONAL] | Optional | String | Return URL for transactions | "https://google.com" | Must be valid URL format when provided |



### Merchant Creation Validation Rules



**Merchant ID Requirements** :

* **Format** : Must be 4-16 alphanumeric characters only
* **Uniqueness** : Merchant ID must be unique across the system
* **Characters** : No special characters allowed
* **Length** : Minimum 4 characters, maximum 16 characters
* **Existence** : System checks for existing merchant IDs to prevent duplicates

**Email Requirements** :

* **Format** : Must follow valid email format (user@domain.com)
* **Uniqueness** : Email address must be unique across the system
* **Domain Validation** : Email domain must be valid and accessible
* **Length** : Standard email length limitations apply
* **Existence** : System checks for existing email addresses

**Country Requirements** :

* **Format** : Must be a valid country code (e.g., IND, USA, GBR)
* **Validation** : Country code must exist in the system's country configuration
* **Case Sensitivity** : Country codes are case-sensitive
* **Standard** : Follows ISO country code standards

**Optional Field Requirements** :

* **Boolean Fields** : enableRefund and mustUseGivenOrderIdForTxn must be "true" or "false" when provided
* **Mobile Format** : Must include country code and follow international phone number format
* **URL Format** : returnUrl must be a valid HTTP/HTTPS URL when provided
* **Industry** : Must match predefined industry classifications (defaults to "Others" if empty)
* **MCC** : merchantCategoryCode must be a valid merchant category code when provided


### Merchant Creation Processing Logic



**Eligibility Criteria** :

* **Unique Identifiers** : Merchant ID and email must be unique in the system
* **Configuration Validation** : Access control configuration must be properly set
* **System Capacity** : Merchant creation depends on system capacity and limitations
* **Permission Validation** : User must have appropriate permissions for merchant creation

**Processing Sequence** :

1. **Configuration Validation** : Verify access control settings and permissions
2. **CSV Validation** : Validate all mandatory fields and data format compliance
3. **Uniqueness Check** : Validate merchant ID and email uniqueness
4. **Queue Management** : Add merchant creation requests to processing queue
5. **Account Creation** : Create merchant account with specified details and configuration
6. **Permission Assignment** : Apply access control settings to the merchant account
7. **Status Update** : Update merchant creation status based on processing result
8. **Activation** : Activate merchant account for system access

**Merchant Creation Behavior** :

* **Account Setup** : Complete merchant account creation with all specified details
* **Access Control** : Apply configured permissions for different modules
* **Configuration Application** : Set up merchant with specified optional parameters
* **Notification** : System may send account creation notifications to merchants


### CSV Format Examples



**Complete CSV Format with Sample Data:** 


#### csv Code Snippet:

```csv
merchantId,merchantName,email,country,enableRefund(true/false)[OPTIONAL],merchantCategoryCode[OPTIONAL],mobile[OPTIONAL],mustUseGivenOrderIdForTxn(true/false)[OPTIONAL],industry[OPTIONAL],returnUrl[OPTIONAL]
abc,abcd,abc@***.in,IND,false,7889,+91 9999999999,true,Education,"https://google.com"
def,defg,def@***.in,USA,true,5411,+1 5551234567,false,Retail,"https://example.com"
ghi,ghij,ghi@***.in,GBR,true,7372,+44 7700900123,true,Technology,"https://tech.com"

```


**CSV Format with Minimal Required Fields:** 


#### csv Code Snippet:

```csv
merchantId,merchantName,email,country,enableRefund(true/false)[OPTIONAL],merchantCategoryCode[OPTIONAL],mobile[OPTIONAL],mustUseGivenOrderIdForTxn(true/false)[OPTIONAL],industry[OPTIONAL],returnUrl[OPTIONAL]
merchant001,Test Merchant 1,test1@example.com,IND,,,,,,
merchant002,Test Merchant 2,test2@example.com,USA,,,,,,
merchant003,Test Merchant 3,test3@example.com,GBR,,,,,,

```



### File Upload Constraints



* **Maximum Rows** : 1000 entries per CSV file
* **File Format** : CSV (Comma Separated Values) only with .csv extension
* **Encoding** : UTF-8 encoding recommended
* **File Size** : Standard file size limitations apply
* **Column Order** : Must match the specified header format exactly
* **Required Fields** : First four fields (merchantId, merchantName, email, country) are mandatory and cannot be empty
* **Optional Fields** : Optional fields can be left empty but column structure must be maintained
* **Data Consistency** : All entries must follow the same data format standards
* **Duplicate Prevention** : Avoid duplicate merchantId or email entries within the same file


## Use Cases




### New Partner Onboarding



1. Export new partner merchant data from partner management systems with required merchant information
2. Configure access control settings for the partner's merchant accounts
3. Prepare CSV file with merchant IDs, business names, email addresses, and appropriate configurations
4. Upload file through Batch Merchant interface for immediate processing
5. Monitor merchant creation status and download results for partner confirmation and system access setup


### Reseller Merchant Provisioning



1. Identify merchants that need system access for new reseller partnerships or business expansion
2. Configure appropriate access control settings for different merchant types and business requirements
3. Compile list of affected merchants with specific permission assignments and access levels
4. Upload merchant creation file with defined access control configurations and business parameters
5. Track individual merchant creation status and automatic account activation


### Seasonal Business Expansion



1. Set up seasonal merchant accounts for temporary business partnerships or project-based access requirements
2. Configure appropriate access control settings for temporary merchant accounts
3. Create CSV files with merchant details and appropriate temporary business configurations
4. Upload merchant creation files for automated processing during specified business periods
5. Monitor merchant creation success rates and manage system access provisioning


## Troubleshooting



**File Upload Validation Errors:** 

* **"Invalid file format"** : Ensure file is in CSV format with .csv extension and proper comma separation
* **"Missing mandatory fields"** : Verify that merchantId, merchantName, email, and country columns are present and not empty
* **"Row limit exceeded"** : Reduce file size to maximum 1000 entries per upload
* **"Invalid data type"** : Check that all fields contain appropriate string values in correct format
* **"Invalid email format"** : Ensure email field follows valid email format (user@domain.com)
* **"Invalid merchant ID format"** : Verify merchant ID is 4-16 alphanumeric characters with no special characters
* **"Merchant ID already exists"** : Verify that merchant IDs are unique and not already present in the system
* **"Email already exists"** : Ensure email addresses are unique and not already registered in the system
* **"Invalid country code"** : Check that country values match valid country codes (IND, USA, GBR, etc.)


## Permissions and Roles



Access to the Batch Merchant module is controlled by the following permissions:

* **Merchant Module Access** : Required for accessing the batch merchant interface (ACL: `merchants`)
* **Batch Create Merchants Permission** : Required for creating and uploading batch merchant files (ACL: `batch_create_merchants`)
* **Merchant Creation Access** : Required for performing bulk merchant creation operations (ACL: `merchants`)
* **Access Control Configuration** : Required for configuring merchant access permissions and module settings
* **Reseller Management Permission** : Required for reseller-specific merchant creation and configuration (ACL: `reseller`)

---

## See Also

- [Batch Users](https://juspay.io/in/docs/dashboard/docs/payments/batch-users)
- [Gateways](https://juspay.io/in/docs/dashboard/docs/payments/gateways)