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Create sources via batch file import

You can create sources via batch file import. Go to Sources > Import, download the template, fill in the details and upload it. If there are valid rows, you can process the import to create the sources.

If you have all of the data required to create sources for multiple customers, you can import a CSV file to do it in bulk.

See Import statuses for more information.

Note: This feature is available to Merchants that have API access (although this feature does not use the API).

Click on Sources in the side menu bar.
Click on Import.
Click on Download Template and open the CSV file.
Follow the instructions below to complete the data in the CSV file.
When you're ready, upload the CSV into the dashboard page. You can drag and drop the file in the box, or click on Browse to select the file from your computer.
If the file is correctly formed, on the next page you will see the validation process beginning. If the file is not correctly formed, the on-screen notification will notify you what needs to be corrected. The import status is validating.
Refresh the page to check the import status. For small volume, the file should validate within seconds unless the system is busy with other larger files (wait a few minutes). For large volume, it takes a few minutes and you can refresh the page to see the current count. The status will reach validated_partial (if some rows are good) or validated_full (if all the rows are good) or invalidated (if all the rows are bad).
If there are some validation errors, you can correct the file and create a new import by repeating steps 4 to 6, or you can proceed with the good rows.
Once you're ready to proceed, click on Process. Import status will show processing.
Refresh the page after some time until the import status finally reaches processed. Your sources have been created in pending status. You can export the created source data to a CSV file if required.

Be sure to read the POST Source CREATE API definitions to understand the field definitions.

Enter one source request per row.

Amount fields: Enter amount in Rupees, with up to two decimal places e.g. 100 or 100.99 are both acceptable. (Note that the API has amount in paisa).
Debtor email field: If you want to send the customer an email invitation to authorise the pending source, include the customer's pre-verified email address. Pre-verified email address means an email address that you have checked is working, and on which the customer has agreed to receive emails from you. If many of your emails bounce then we may suspend the email feature in your merchant account to protect our platform. Physical sources would generate email invitations with pre-filled PDF template attached. API eMandate sources and eSign eMandate sources would generate email invitations containing authorisation links.
Debtor mobile field: If your merchant account is enabled for SMS notifications, and you want to send the customer an SMS invitation to authorise the pending source, include the customer's pre-verified mobile number. Ensure that your customer has given you permission to send them emails/SMSs. SMS requires additional upgrade