Updating Customer Balances in Bulk

Before you begin

Ensure you have a completed CSV file using the correct template format.

Step 1: Access the Customers section

1. Log in to your Facilipay Dashboard
2. Navigate to Customers
3. Select Customers from the dropdown menu

Step 2: Download the upload template

1. Click Bulk Upload
2. Select Customers Update
3. Click How to Use
4. Select Customers Update Upload
5. Download the linked .csv template file

Step 3: Prepare your file

1. Open the downloaded CSV file
2. Confirm the first row contains the following columns:
   • email
   • amount
3. Enter your data:
   • Email column:
     • Add valid customer email addresses
     • Ensure correct email format (e.g. name@example.com)
   • Amount column:
     • Enter the value to add to the customer’s balance
     • Use decimal format only (e.g. 10.50)
     • Do not include currency symbols
4. Save the file in CSV format

Step 4: Upload the file

1. Return to the Facilipay Dashboard
2. Go to Customers Update
3. Click Choose File and select your saved CSV

Step 5: Confirm and submit

1. Select the branch the transactions should be recorded against
2. Tick both acknowledgement boxes
3. Click Save

Note: Every transaction in Facilipay must be assigned to a branch.

Result

Your file will be processed and customer balances will be updated in bulk.