Bulk payments upload

Bulk payments upload

You can upload payments to eymanage in bulk using a CSV template that we provide.
  1. Click on eymanage > Payments in the sidebar.
  2. In the top right, click on Bulk Payments Upload.
  3. Click on the Download Template button to download the CSV template to your browser.
  4. Fill out the CSV template where each row represents a new payment.
  5. Save the template.
  6. On the Bulk Payments Upload window, click Choose File, select the template, and Open it. 
  7. Click Submit.
  8. 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.
  9. Click on the  icon to edit the information in the fields. Click the  icon to confirm your changes. 
  10. Click Submit. 

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