How do I format my spreadsheet for batch uploads?

The spreadsheet must be a .csv file. Two columns are required: a recipient_id or remote_id, and amount. Additionally, there are four optional columns that you can specify: ref_id, currency, wallet_id, and memo. 

recipient_id

The unique ID for the recipient of the transfer from Bold's system. This must be a 24 character alphanumeric string consisting of the letters a - f and the numbers 0 - 9

remote_id

This is the unique ID you entered into the Bold system to identify the recipient.

amount

This is the amount of money you want to send. This must be a positive number greater than 0.

ref_id

A unique identifier for the transaction. If none is entered one will be created for the row.  It is recommended that you provide the ref_id to ensure that no duplicate transactions are created. The default will be a combination of the name of the CSV, the current date, and the row of the spreadsheet. Example: I uploaded `good_csv_10.csv` on 03/02/2016 with a single row the generated ref_id would be `good_csv_10.csv_3/2/2016_1`

currency

The currency the transfer should be received in. (e.g. You wish the recipient to receive 10 euros, you would pass in EUR). The default is USD (US Dollars). If you are planning to use any currency other than US dollars please contact your Bold Success representative to ensure your account is enabled for the currency you would like to send.

wallet_id

This is a unique ID from the Bold system that identifies that account the money should be transferred to. This is an advanced feature, and should only be used if there is a pressing reason to do so. Generally allowing the wallet to default to primary wallet set by the Recipient is preferred.

memo

The memo field allows you to add a note to the transfer. Examples might be: _October Invoice_, _Job #32123_, or _5 hours @ $25 per hour_. Here are more ideas for how to use the memo field.

This field is viewable by the recipient, so you should not include any information that they should not see.

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.