Batch payouts¶

If you have already configured payment methods for separate payouts and successfully handled your first transactions, you can optimise the time spent using batch payouts.

Package payments allow to send up to 1000 payments from one currency account to different cards and accounts using any of the connected methods, if necessary - with conversion to other currencies. All you need to do is prepare the file in .csv format and load it into the Dashboard.

Use Cases¶

How to Handle Batch Payouts¶

Prepare a File¶

Corefy uses a comma , in batch payouts as the column separator and a semicolon ; as the separator for properties in objects.

The top row of the table should contain the column headings:

• service as a payout service (payout method + currency code)
• service_amount as a payout amount in the chosen currency
• fields_data is an object with payment details (for example, an account or a credit card number)
• reference_id is a unique payout item ID

All the following rows are the values of the associating fields.

You can also add columns for objects with client data: customer and customer_metadata. If either one or both these objects are present in the row, you must specify the reference_id in the customer object field. Thus, the customer's updated data and the corresponding payout record will be added to the customer section database.

service,service_amount,fields_data,reference_id,description,customer,customer_metadata
test_usd,100,account:587964,BI10,test,reference_id:example_ref1;email:[email protected];phone:+12345678945;name:John S,
swift_usd,1,swift_code:TESTUAUKXXX;account_number:GB94BARC193459;recipient_name:John;country_code:UA;address:Kyiv;purpose:test,BI20,test swift,reference_id:example_ref1,key:value;know:nothing
payment_card_usd,50,card_number:5519283812030000,BI30,test cards,,

The same example as a CSV file →

Create the Batch in the Dashboard¶

Click the +New button in the Dashboard (Transactions → Batch Payouts), and upload your prepared CSV file.

Required fields:

• the commerce account
• the related currency account for the write-offs: if the currency of the selected payment service differs, we convert the funds on the current exchange rate
• the batch name

The single item reference ID is created by connecting two elements: the batch ID and the payout reference_id specified in the table's corresponding CSV cell.

This final reference ID must be unique. If you use the same batch file several times without changing the reference_id values in the rows, you should specify the different batch IDs. Or leave the ID field blank: if the batch ID is not defined, it will be set automatically by the date and time of creation (as yyyyy-mm-ddThh-mm-ss).

Check Items and Process¶

We validate the resulting payout batch at the initial stage. The platform verifies that the specified services are available for payouts and that all the parameters are rightly set. Rows with errors will be skipped at the processing stage.

Before processing, you can edit items in the batch overview line by line. To do so, choose Edit in the drop-down menu:

When all checks are completed, you can click the Process button and start processing the batch payouts.

The item status defines the stage of transaction processing. It can be transitional and final.

If a part of transactions is still in ready or queued status (prepared but not sent), you can stop processing with the Terminate button.

Check the Result¶

Processed transaction data are displayed in the Batch Payouts section with the batch and in the Payout invoices section as single payouts:

If you added a customer object with a reference_id property, you could also see the related payout in the customer data record.