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Adding Payouts by CSV

This articles explains how to add Payouts to Yordex using a CSV file

The benefit of creating payouts by CSV is that it creates payees and payouts at the same time.

To create payouts and payees using a CSV file, first download the CSV template [here]. 

Then complete the template as follows:

  • payoutAccount: the Payout Account ID. How to find it is explained [here]. This field is mandatory.

  • payoutDate: the date you want the payment to leave your account. This field is mandatory.

  • payoutCurrency: the payout currency using the 3-digit ISO currency code [here]. This field is mandatory.

  • payoutAmount: the payout amount. This field is mandatory.

  • payoutReason: this field is mandatory for FX payments. A list of possible values can be found [here].

  • payoutReference: the is the description that will appear on the payees bank statement. This field is mandatory.

  • autoApproved: has to be 'true' or 'false' depending on whether this payment needs additional approval ('true') or not ('false')

  • payeeId: this field can be left blank when this is a new payee. If it is an existing payee, this article describes how to find this id [here]. None of columns after this one are required if you have provided a payeeId 

  • payeeName: the payee name. This field is mandatory for new payees

  • payeeEmail: the email of the payee. This field is mandatory for new payees

  • payeeBankCurrency: the currency you want the payee to receive the money in using the 3-digit ISO currency code [here]. This field is mandatory for new payees

  • payeeAddress1: the first line of the address of the payee. This field is optional

  • payeeAddress2: the second line of the address of the payee. This field is optional

  • payeeCity: the city of the payee. This field is optional

  • payeeState: the state of the payee. This field is optional

  • payeePostalCode: the Postcode or zip code of the payee. This field is optional

  • payeeCountryCode: the country the payee using the 2-digit ISO country code [here]. This field is mandatory for new payees

  • bankAccountName: the name that appears on the bank account of the  payee. This field is mandatory for new payees

  • bankName: the name of the bank of the payee. This field is optional

  • bankAddress1: the first line of the address of the bank. This field is optional

  • bankAddress2: the second line of the address of the bank. This field is optional

  • bankCity: the city of the bank. This field is optional

  • bankState: the state of the bank. This field is optional

  • bankPostalCode: the Postcode or zip code of the bank. This field is optional

  • bankCountryCode: the country the bank using the 2-digit ISO country code [here]. This field is mandatory for new payees

  • bankAccountNumber, bankRoutingNumber, bankSortCode, bankIban, bankSwift: the bank account details of the payee. This page [here] describes which are required based on the location of the Payee

     

Once your CSV file is complete, upload it on the Payments page by clicking the Payments Import button, see below.

Once this upload has completed successfully, payouts may need further approval, see [here]