# Bulk Upload Partner Funds Transfers

<a href="https://pxa.impact.com/student/activity/1117596?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=con-350&#x26;utm_campaign=help-center" class="button primary">Take the PXA course</a>

You can generate multiple [partner funds transfers](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/finance/partner-funds-transfer/transfer-funds-to-a-partner) (PFT) at once by uploading a file either via the impact.com platform or via FTP.

#### Bulk upload via the impact.com platform

Submit a bulk upload file in either CSV, .XLS, and .XLSX file format. The bulk upload will take between a few minutes to a day to process, depending on the size of the file. The maximum file size is 10MB. Set up your bulk upload file according to the [Bulk Partner Funds Transfer File Format](https://docs.google.com/spreadsheets/d/1AtfUGCBKDrdkEFN5DzQsLz0T6V3ykyebSHkbI0KL8Ys/edit?usp=sharing).

1. From the top navigation bar, select **your balance** → **Transfers**.
2. In the top-right corner, select **Bulk Upload Transfers**.
3. Next to *Upload Excel/CSV File*, select **Choose File**.
   * Set up your bulk upload file according to the Bulk Partner Funds Transfer File Format.

<details>

<summary>Bulk Partner Funds Transfer File Format</summary>

| Column             | Type    | Required | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     | Valid Value                                                                                |
| ------------------ | ------- | -------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------ |
| `TransferType`     | Enum    | Yes      | Type of transfer to send to the partner.                                                                                                                                                                                                                                                                                                                                                                                                                                                        | <p><code>MAKE\_GOOD</code></p><p><code>BONUS</code></p><p><code>PAID\_PLACEMENT</code></p> |
| `CampaignId`       | Integer | Yes      | The program you want to reference for this payment.                                                                                                                                                                                                                                                                                                                                                                                                                                             | 1000                                                                                       |
| `Amount`           | String  | Yes      | The amount to send the partner.                                                                                                                                                                                                                                                                                                                                                                                                                                                                 | 123                                                                                        |
| `PartnerAccountId` | Integer | Yes      | The partner receiving the transfer.                                                                                                                                                                                                                                                                                                                                                                                                                                                             | 98765                                                                                      |
| `TrackerId`        | String  | No       | Event type to reference for the payment.                                                                                                                                                                                                                                                                                                                                                                                                                                                        | 12345                                                                                      |
| `PaymentDate`      | String  | No       | Enter the date you want the transfer to be debited to your account and credited to the transfer recipient. Not including this will cause the PFT to pay out immediately.                                                                                                                                                                                                                                                                                                                        | `YYYY-MM-DD`                                                                               |
| `Comments`         | String  | No       | If you have comments for this transfer, enter them in this column.                                                                                                                                                                                                                                                                                                                                                                                                                              | Maximum length: 255 characters.                                                            |
| `InvoiceMonth`     | String  | No       | This should always be set to **Current**.                                                                                                                                                                                                                                                                                                                                                                                                                                                       | `CURRENT`                                                                                  |
| `EventDate`        | String  | No       | Enter the date that the transfer should be reported on.                                                                                                                                                                                                                                                                                                                                                                                                                                         | `YYYY-MM-DD`                                                                               |
| `Currency`         | Enum    | No       | <p>Enter the <a href="https://www.iso.org/iso-4217-currency-codes.html">3-digit ISO code</a> for the currency in which you want this transfer to occur.</p><p>You can only send the transfer in your or the partner's account currency. If the currency does not match, conversion fees can apply.</p><p>If you decide to send the transfer in your account's currency, the partner will pay the fees. If you send the transfer in the partner's account's currency, you will pay the fees.</p> | `3-digit ISO code`                                                                         |
| `Text1`            | String  | No       | Enter a metadata string for this transfer.                                                                                                                                                                                                                                                                                                                                                                                                                                                      | Any value can be entered.                                                                  |
| `Text2`            | String  | No       | Enter a metadata string for this transfer.                                                                                                                                                                                                                                                                                                                                                                                                                                                      | Any value can be entered.                                                                  |
| `Text3`            | String  | No       | Enter a metadata string for this transfer.                                                                                                                                                                                                                                                                                                                                                                                                                                                      | Any value can be entered.                                                                  |

{% hint style="info" %}
**Example:**

```programlisting
| `TransferType` | `CampaignId` | `TrackerId` | `Amount` | `PartnerAccountId`  | `PaymentDate` | `Comments`       | `InvoiceMonth` | `EventDate`  | `Currency` | `Text1` | `Text2` | `Text3` |
|----------------|--------------|-------------|----------|---------------------|---------------|------------------|----------------|--------------|------------|---------|---------|---------|
| `MAKE_GOOD`    | `1000`       | `12345`     | `250`    | `98765`             | `2021-10-30`  | `Sample comment` | `CURRENT`      | `2021-08-30` | `USD`      |         |         |         |
| `BONUS`        | `1000`       | `12345`     | `1500`   | `12345`             | `2021-10-30`  | `Sample comment` | `CURRENT`      | `2021-08-30` | `USD`      |         |         |         |
```

{% endhint %}

</details>

4. Add your file.
5. Select **Submit**.

   <div data-with-frame="true"><figure><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-bd171f78372a4b718ac81586043a98da39fff3d1%2F8c17749954d38c0ee484ec30e028391725148df00cc386a18d674e98596f0c8d.png?alt=media" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
**Bulk upload results**: You will receive an email with the results of your batch upload that will include which transfers were successfully set up and which were not, as well as the reason(s) why the failed transfers failed. If you do not receive this email within 48 hours of submitting your file, reach out to your CSM (or [contact support](https://app.impact.com/support/portal.ihtml)).
{% endhint %}