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How to bulk upload & pay with Direct Payments
How to bulk upload & pay with Direct Payments

Upload 100s of payments and pay them at once

Max Franke avatar
Written by Max Franke
Updated over a week ago

What to use the Direct Payments Bulk Upload for

You can use Direct Payments for various use cases:

  • Pay out marketing rewards: if you run an affiliate or referral program that rewards people for referring your product in crypto, Direct Payments enable you to quickly and compliantly process these payments whenever needed.

  • Airdrops: if you want to reward users for participating in your project, then Direct Payments will be handy; all you need to provide is the amount, network, currency, and wallet address.

  • Any other direct payout: whether you pay yourself, want to transfer funds between companies or send reimbursements. Direct Payments are useful whenever you quickly want to pay someone.

You get a downloadable PDF receipt with payment details for audit-ready records and reconciliation in all the above cases.

How to upload payments

Navigate to the Direct Payments menu and click Import CSV.

Import CSV on Direct Payments menu

1. Get the template

Next, get your template here to start preparing the CSV file.

2. Fill in the CSV

You need to fill in the template. Refer to the table below to understand what you can add to each payment.

You can upload up to 200 payments per CSV, so do not fill in more than that. If you have to upload more than 200, split the CSV into multiple files.

Field Name

Description

Required / Optional

Wallet Address

The wallet address of the recipient.

Required

Amount

The amount in denomination currency.

Required

Denomination Currency

The currency to label the payment in, e.g., USD.

Required

Payment Chain

The network you want to pay on, e.g., Ethereum.

Required

Payment Currency

The currency you want to pay in, e.g., DAI.

Required

Reason

A free-text reference that you can use for your own accounting.

Optional

Email Address

The email address of the recipient.

Optional

Company Name

The company name of the recipient.

Optional

First Name

The first name of the recipient.

Optional

Last Name

The last name of the recipient.

Optional

Address Line 1, 2, City, Postal Code & Country

Separate fields. The address of the recipient.

Optional

Tax Number

The tax number of the recipient.

Optional

Network names need to be added so our system can read them. The template contains the networks and instructions for writing them.

3. Upload the CSV

Finally, drag and drop the CSV into the dropzone to upload. Request will read the CSV and populate the form with your payments.

4. Review your payments

Once done, you can review your payments. To delete a payment, simply hover over it and click delete.

Are some payment details wrong? Simply edit the CSV and reupload it to correct payments.

5. Proceed to pay

If everything is in order, click Pay Now to proceed with the payment. Need help? Refer to our articles on paying via Request here.

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