Step process to create bulk payment link

Workflow

1.   Download the .csv file from the Foloosi merchant dashboard.

2.   Update the mandatory payment details mentioned in the file.

3.   Upload the updated .csv file to the Foloosi merchant dashboard.

4.   Execute the process by clicking on create links.

5.   The payment links are created and the notification is sent to the customers.

 

STEP 1: Download the .csv file format from the Foloosi merchant panel

Once you log in to your Foloosi merchant account, go to the Payment Link tab on the left sidebar of the dashboard and click on Bulk Payment Link.

Next, click on How to Bulk Upload? and download the .csv file.

STEP 2: Update the mandatory payment details as mentioned below:

Note:

*Please enter the payment details of up to 100 rows and if it exceeds the file won't be taken to process.

*The file name of the excel should not be modified. Modifications can cause upload failure.

Steps To Be Followed :

1. Download the sample file

Download Here.

2. Mandatory Fields :

[ CURRENCY CODE ] = A valid currency code. Default is AED. [ AMOUNT ] = Amount of money to be charged from the customer. Should be greater than or equal to 1 AED. [ PAYMENT DESCRIPTION ] = Description for the payment. [ LINK TYPE ] = If link type is single, enter "SINGLE", or if link type is multiple, enter "MULTIPLE".

3. Optional Fields :

[ SMS NOTIFICATION ] = Sends an SMS notification to the customer. If yes, please fill "YES". [ EMAIL NOTIFICATION ] = Sends an Email notification to the customer. If yes, please fill "YES". [ PHONE CODE ] = Valid phone code without '+' symbol in front. [ PHONE NUMBER ] = Valid phone number of the customer. [ EMAIL ID ] = valid email of the customer. [ RECEIPT NO ] = A unique alpha numeric code based on merchant.

4. Note:

If [ SMS NOTIFICATION ] is "YES", [ PHONE CODE ] and [ PHONE NUMBER ] are mandatory. If [ EMAIL NOTIFICATION ] is "YES", [ EMAIL ID ] is mandatory. If both are "YES", [ PHONE CODE ], [ PHONE NUMBER ] and [ EMAIL ID ] are mandatory. Do Not upload the failed report. Do Not Make any changes to the Headers of the csv file.

5. File Type:

Once the sheet is filled, Save the file in (.csv) format. Upload the csv file and wait for the response.

STEP 3: Upload the .csv file to merchant dashboard

Please follow the steps to upload the file

1. Login to Foloosi merchant panel.

2. Go to the Payment Link tab and click on Bulk Payment Links

3. Navigate to Bulk Upload -> Upload the .csv file in the footer of the bulk upload section.

4. Click on Create Links to upload the bulk Payment link.

STEP 4: Handle the errors for creating the payment links

After the bulk link is uploaded and processed, you get notified of the report of link creation and failure. You can download the failed report which includes an error column to assist you with the errors.

You can fix these errors with the required changes and upload the new file again to process the payment.

Now you can accept payments via Paylink --> How to Generate Paylink