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Bulk Upload Partner Funds Transfers

You can generate multiple partner funds transfers at once by uploading a .CSV file either via the impact.com platform or via FTP.

Bulk upload via the impact.com platform

You must submit a bulk upload file in .XLSX or .CSV format. The bulk upload will take between a few minutes and a day to process, depending on the size of the file. Set up your bulk upload file according to the Bulk Partner Funds Transfer File Format.

  1. From the left navigation menu, select [Menu] [Menu] → Finance.

  2. From the left navigation menu, select Transfers.

  3. In the top-right corner, select Bulk Upload Transfers.

  4. Next to Upload Excel/CSV File, select Choose File.

  5. Add your file.

  6. Select Submit.

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Bulk upload results: You will receive an email with the results of your batch upload. This email 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).

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