Bulk Upload New Customers

Step 1: Open customer upload

1. Log in to the Facilipay Dashboard
2. Click Customers
3. Select Customers
4. Click Bulk Upload (next to the search bar)
5. Choose New Customers

Step 2: Download the template

1. Click How to Use
2. Download the provided CSV template

Tip: Review the instructions before completing the file to ensure correct formatting.

Step 3: Prepare your file

Complete the CSV with the following fields:

• Name (required): Customer name
• Nickname (optional): Alternative identifier
• Email (required): Valid email (e.g. name@example.com)
• Phone_number (optional): Enter without spaces
• Date of birth (optional): Format YYYY-MM-DD (e.g. 1992-03-24)
• Gender (optional)
• Amount (optional):
  • Decimal format only (e.g. 50.00)
  • Do not include currency symbols
• Card_number (optional):
  • Enter only Facilipay card numbers
• Card_type (optional):
  • Specify physical or digital
  • Used for reporting and tracking
• Role (optional):
  • Assign a predefined role to the account

Step 4: Upload the file

1. Return to the Facilipay Dashboard
2. Go to Customers Update
3. Click Choose File
4. Select your completed CSV

Step 5: Confirm and submit

1. Select the branch for the upload
2. Tick both acknowledgement boxes
3. Click Save

Note: All transactions must be assigned to a branch.

Result

New customer accounts are successfully created and uploaded to your Facilipay system.