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Available in🇮🇳 India
With our Bulk Submerchant Upload feature, sub-merchants can be created with all details by uploading a CSV file. It is essential to provide the sub-merchant data in the correct format to upload the CSV file successfully. You will need to download a Text Editor - Sublime Text, to identify and fix any formatting issues in the CSV file.

CSV File Format

The table provides the data format to be followed for each sub-merchant:

Bulk Submerchant Onboard Data Checklist

Use this checklist and avoid data format issues to upload the CSV file successfully:
  • Each row of the CSV file must contain one sub-merchant record.
  • All email fields must have unique entries. This is applicable even if partner email is used.
  • Correct header row must be present in the CSV file.
  • Date should be in YYYY-MM-DD format.
  • Use lower case wherever applicable. As the business category and sub-category are case-sensitive, use given values’ list. For example, the value for the business category should be ‘others’ and not ‘Others’.
  • Do not use commas anywhere in the data.
  • Business category others must have no entry for Business sub_category.
  • All the Promoter PAN numbers must have P as the fourth letter and the Company PAN numbers must have either of these letters - C,H,F,A,T,B,L,J,G.
  • Remove any additional comments from the file before uploading.
  • Numeric fields must not be truncated or expressed in the exponential format (Pincode, Bank Account Number, and more).

Formatting Errors

Ensure that there are no formatting errors present on the CSV file. To check the file for these errors, open the file using the Sublime Text Editor. Given below is the checklist you must run through:
  • Check whether each line contains one record and no record is split across two lines
Handy TipsYou must disable the Word Wrap under View → Word Wrap to view one record in one line.
  • Check for unrequired new line character inside a record.
  • Remove blank rows.
  • Remove the rows with invalid or unrequired data.
  • Remove any default data apart from the merchant data.

Appendix

Please refer the following table for Business Type and Business Category values: Please refer the following table for Business Sub Category values: