How to Update Customer Balances in Bulk

Access the Customers Section
1. Log in to your Facilipay Dashboard
2. Navigate to Customers
3. Select Customers from the dropdown menu
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
Prepare Your File
1. Open the downloaded CSV file.
2. Confirm the first row contains the columns: email, amount
3. Enter your data:
  - Email column: Add valid customer email addresses in correct format
  - Amount column: Enter the value to add to the customer's balance — use decimal format only (e.g. 10.50), no currency symbols
4. Save the file in CSV format
Upload the File
1. Return to the Facilipay Dashboard
2. Go to Customers Update
3. Click Choose File and select your saved CSV
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.

Your file is processed and customer balances are updated in bulk. Each customer receives the specified amount added to their account.

Test small first: Try a few rows before doing thousands — spot any formatting issues early.
Document the campaign: Keep a record of why balances were topped up for finance and audit.
Need help? For upload errors, contact support@facilipay.io.

Mass-updating customer balances is useful when you need to add additional value to balances as part of a promotional incentive or campaign — such as topping up everyone's account by £5 to mark a milestone.