> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/partner-funds-transfer/bulk-upload-partner-funds-transfers.md).

# 批量上传合作伙伴资金转账

<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">参加 PXA 课程</a>

您可以生成多个 [合作伙伴资金转账](/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/partner-funds-transfer/transfer-funds-to-a-partner.md) （PFT）只需通过 impact.com 平台或 FTP 上传文件，即可一次性生成。

## 通过 impact.com 平台批量上传

以 CSV、.XLS 或 .XLSX 文件格式提交批量上传文件。批量上传的处理时间可能从几分钟到一天不等，具体取决于文件大小。最大文件大小为 10MB。请根据以下内容设置您的批量上传文件： [批量合作伙伴资金转账文件格式](https://docs.google.com/spreadsheets/d/1AtfUGCBKDrdkEFN5DzQsLz0T6V3ykyebSHkbI0KL8Ys/edit?usp=sharing).

1. 从顶部导航栏中，选择 **您的余额** → **转账**.
2. 在右上角，选择 [**批量上传转账**](https://app.impact.com/secure/advertiser/finance/fr/partner-funds-transfer.ihtml).
3. 在……旁边 *上传 Excel/CSV 文件*，选择 **选择文件**.
   * 请根据以下内容设置您的批量上传文件 *批量合作伙伴资金转账文件格式参考* 如下所示。
4. 添加您的文件。
5. 选择 **提交**.

<details>

<summary>批量合作伙伴资金转账文件格式参考</summary>

<table><thead><tr><th>列</th><th width="110.9921875">类型</th><th width="108.59375">必填</th><th>描述</th><th>有效值</th></tr></thead><tbody><tr><td><code>转账类型</code></td><td>枚举</td><td>是</td><td>要发送给合作伙伴的转账类型。</td><td><p><code>MAKE_GOOD</code></p><p><code>BONUS</code></p><p><code>PAID_PLACEMENT</code></p></td></tr><tr><td><code>活动 ID</code></td><td>整数</td><td>是</td><td>您要为此付款引用的项目。</td><td>1000</td></tr><tr><td><code>金额</code></td><td>字符串</td><td>是</td><td>要发送给合作伙伴的金额。</td><td>123</td></tr><tr><td><code>合作伙伴账户 ID</code></td><td>整数</td><td>是</td><td>接收转账的合作伙伴。</td><td>98765</td></tr><tr><td><code>跟踪器 ID</code></td><td>字符串</td><td>否</td><td>用于该付款的事件类型。</td><td>12345</td></tr><tr><td><code>付款日期</code></td><td>字符串</td><td>否</td><td>输入您希望该转账从您的账户扣款并记入收款人账户的日期。若不填写，PFT 将立即支付。</td><td><code>YYYY-MM-DD</code></td></tr><tr><td><code>备注</code></td><td>字符串</td><td>否</td><td>如果您对此转账有备注，请输入在此列。</td><td>最大长度：255 个字符。</td></tr><tr><td><code>发票月份</code></td><td>字符串</td><td>否</td><td>选择应为该转账开具发票的月份。有效值为 <code>CURRENT</code> 或 <code>PAYMENT</code>。如果您选择 <code>CURRENT</code>，发票月份将根据上传此文件的日期确定。如果您选择 <code>PAYMENT</code>，发票月份将根据 <code>付款日期</code> 所提供的内容确定。</td><td><code>CURRENT</code> 或 <code>PAYMENT</code></td></tr><tr><td><code>事件日期</code></td><td>字符串</td><td>否</td><td>输入应报告该转账的日期。</td><td><code>YYYY-MM-DD</code></td></tr><tr><td><code>货币</code></td><td>枚举</td><td>是</td><td><p>输入 <a href="https://www.iso.org/iso-4217-currency-codes.html">3 位 ISO 代码</a> ，用于指定您希望该转账使用的货币。</p><p>您只能以您或合作伙伴账户的货币发送该转账。如果货币不匹配，可能会产生兑换费用。</p><p>如果您决定以您账户的货币发送转账，则费用由合作伙伴支付。如果您以合作伙伴账户的货币发送转账，则费用由您支付。</p></td><td><code>3 位 ISO 代码</code></td></tr><tr><td><code>文本1</code></td><td>字符串</td><td>否</td><td>输入此转账的元数据字符串。</td><td>可以输入任何值。</td></tr><tr><td><code>文本2</code></td><td>字符串</td><td>否</td><td>输入此转账的元数据字符串。</td><td>可以输入任何值。</td></tr><tr><td><code>文本3</code></td><td>字符串</td><td>否</td><td>输入此转账的元数据字符串。</td><td>可以输入任何值。</td></tr></tbody></table>

{% hint style="info" %}
**示例：**

```programlisting
| `转账类型` | `活动 ID` | `跟踪器 ID` | `金额` | `合作伙伴账户 ID`  | `付款日期` | `备注`       | `发票月份` | `事件日期`  | `货币` | `文本1` | `文本2` | `文本3` |
|----------------|--------------|-------------|----------|---------------------|---------------|------------------|----------------|--------------|------------|---------|---------|---------|
| `MAKE_GOOD`    | `1000`       | `12345`     | `250`    | `98765`             | `2021-10-30`  | `示例备注` | `CURRENT`      | `2021-08-30` | `USD`      |         |         |         |
| `BONUS`        | `1000`       | `12345`     | `1500`   | `12345`             | `2021-10-30`  | `示例备注` | `PAYMENT`      | `2021-10-30` | `USD`      |         |         |         |
```

{% endhint %}

</details>

<div data-with-frame="true"><figure><img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FbUAwOznv5cxzOxXIeW5G%2FScreenshot%202026-04-28%20at%2017.14.56.png?alt=media&amp;token=c7a98c7e-e552-4ee0-b764-3612303f3a75" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="warning" %}
**批量上传结果**：您将收到一封包含批量上传结果的电子邮件，其中会列出哪些转账已成功设置、哪些未成功，以及失败转账的失败原因。如果您在提交文件后 48 小时内仍未收到此电子邮件，请联系您的 CSM（或 [联系支持团队](https://app.impact.com/support/portal.ihtml)).
{% endhint %}


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