Bulk Upload Partner Funds Transfers

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You can generate multiple partner funds transfers (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.

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 reference below.
4. Add your file.
5. Select Submit.

Bulk Partner Funds Transfer File Format reference

Column	Type	Required	Description	Valid Value
TransferType	Enum	Yes	Type of transfer to send to the partner.	MAKE_GOOD BONUS PAID_PLACEMENT
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	Select the month in which the transfer should be invoiced. Valid values are CURRENT or PAYMENT. If you select CURRENT, the invoice month will be determined based on the date this file is uploaded. If you select PAYMENT, the invoice month will be determined based on the PaymentDate provided.	CURRENT or PAYMENT
EventDate	String	No	Enter the date that the transfer should be reported on.	YYYY-MM-DD
Currency	Enum	Yes	Enter the 3-digit ISO code for the currency in which you want this transfer to occur. You can only send the transfer in your or the partner's account currency. If the currency does not match, conversion fees can apply. 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.	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.

Example:

| `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` | `PAYMENT`      | `2021-10-30` | `USD`      |         |         |         |

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).