Bulk payments upload
You can upload payments to eymanage in bulk using a CSV template that we provide.
- Click on eymanage > Payments in the sidebar.
- In the top right, click on Bulk Payments Upload.
- Click on the Download Template button to download the CSV template to your browser.
- Fill out the CSV template where each row represents a new payment.
- Save the template.
- On the Bulk Payments Upload window, click Choose File, select the template, and Open it.
- Click Submit.
- You’ll be taken to a summary of the data you’re importing. Hovering over the
icon will let you view the status of a row and if there are any issues that need amending.
- Click on the
icon to edit the information in the fields. Click the
icon to confirm your changes.
- Click Submit.
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