You can generate multiple partner funds transfers at once by uploading either a .CSV, .XLS or .XLSX file either via the impact.com platform or via FTP.
You must submit a bulk upload file in either CSV, .XLS, and .XLSX file format. The bulk upload will take between a few minutes and a day to process, depending on the size of the file. The maximum file size is 10MB. Set up your bulk upload file according to the Bulk Partner Funds Transfer File Format.
From the left navigation menu, select
[Menu] → Finance.
From the left navigation menu, select Transfers.
In the top-right corner, select Bulk Upload Transfers.
Next to Upload Excel/CSV File, select Choose File.
Only .CSV, .XLS, and .XLSX file formats are supported for bulk PFT uploads. Please ensure your file is under 10MB in size before uploading.
Add your file.
Select Submit.
Bulk upload results: You will receive an email with the results of your batch upload. This email will include which transfers were successfully set up and which were not, as well as the reason(s) why the failed transfers failed. If you do not receive this email within 48 hours of submitting your file, reach out to your CSM (or contact support).