Upload Registration Transactions in Bulk

This section describes the procedure to upload the registration transactions in bulk for collecting recurring payments.

Prerequisites

  • Download the sample file as in below procedure (Steps 1 to 5) and update it to include the data to be uploaded.
  • Ensure that all mandatory fields in the file are filled with the correct details. The columns in the Excel sheet for upload are described in the following table:

Column Name

Field Type (Mandatory/ Optional)

Character Limit

Amount

Mandatory

No Limit

Invoice Id

Optional

16 (Should be unique)

Merchant Ref Id

Optional

50 (should be unique and to support - "^[A-Za-z0-9@#().+_;\\-\\[\\]]*$" )

Product Description

Mandatory

255

Customer Name

Optional

255

Customer Email

Optional

Basic email validations

Customer Phone Number

Optional

Basic phone number validations

Validation Period

Optional

No max limit. Should be numeric 

Time Unit

Optional

The default value is D (days). Other supported values = M (minutes), H (hours)

Sendsms

Optional

Supported value = 0, 1 or empty 

  • *Note**: To send a SMS, the following is required:
  • Phone number must be specified
  • Sendsmscolumn = 1
  • Notify via SMS check box specified in Step 7 is selected

Sendemail

Optional

Supported value = 0, 1 or empty

  • *Note**: To send an email, the following is required:
  • Email ID must be specified
  • Sendemail column = 1
  • Notify via Email check box specified in Step 7 is selected

Customer Address

Optional

255

Cutomer City

Optional

255

Customer State

Optional

255

Customer Country

Optional

255

Zip code

Optional

255

Udf 1

Optional

255

Udf 2

Optional

255

Udf 3

Optional

255

Udf 4

Optional

255

Udf 5

Optional

255

IsSiEnabled

Mandatory

Supported value = 0, 1 or empty. If the value = 1 only then SI bulk upload link will be generated and the SI-related parameters will be mandatory

Billing amount

Mandatory (if isSienabled =1)

Minimum value = 1

Billing cycle

Mandatory (if isSienabled =1)

Value should be monthly, daily, weekly, adhoc, yearly

Billing interval

Mandatory  a. if isSienabled =1 b. if billing cycle ≠ adhoc

For adhoc cycle, it is not mandatory, for other billing cycles, it is mandatory

Start date

Mandatory (if isSienabled =1)

DD/MM/YYYY format

End date

Mandatory (if isSienabled =1)

DD/MM/YYYY format

Payment Method

Mandatory (if isSienabled =1)

creditcard\|debitcard\|upi\|enach

  • Ensure that your bulk upload files are in the CSV format, as this is the only supported file type. 
  • The upload file size should not exceed 5 MB to ensure smooth processing. 
  • Each batch can contain up to 60,000 records (approximately), which is the maximum number of records processed in a single batch.

Procedure

  1. Login to the Merchant Dashboard. For more information, refer to Log in to Dashboard
  2. Navigate to Subscriptions. 

The Subscriptions Overview page is displayed on the right-pane. 

  1. Click Bulk Upload at the top-right corner. 

The Bulk Upload pop-up page is displayed. 

 

  1. Select Registration to upload the registration transactions. 
  2. Click Continue. 

The Bulk Upload Registration screen is displayed. 

 

  1. Enter a batch description in the Batch Description to identify this particular upload. 
  2. Select the following check boxes if you wish to notify the customer: 
  • Email 
  • SMS 
  1. Click Continue

Note: Download the sample file for registration of mandate using the Download button and update to include the registration transactions. For more information, refer to Prerequisites

  1. Click Choose file and select the file containing all the mandates details that need to be created.  
  2. Click Upload. 

Note: After you submit a batch file, it will be picked up for processing within 60 minutes. 

After uploading the file, the system will automatically check for discrepancies. If there’s an issue, an error message is displayed on the screen.

 

After your file is successfully uploaded, a message similar to the following screenshot is displayed and then you will be redirected to the Bulk Upload listing screen. 

 

A record is added with the status as “Partially Processed” to the Registration tab sub-tab under the Bulk Upload tab similar to the following screenshot.