If you have a payment file (CSV) from your ERP or accounting system, you can upload it on Finofo and send all payments instantly using the Send money → Bulk payment option.
Step 1: Upload your CSV file
Go to Send money and select Bulk payment.
Upload your CSV file.
You can also download the template available on the page for reference.
Once uploaded, you’ll be prompted to map the columns from your file to the relevant fields on Finofo. You’ll see your column titles and sample values—just select the right field from the dropdown and complete the mapping.
Step 2: Validate and review entries
After mapping:
Review how much is being paid to each beneficiary.
Check payment reasons and ensure the funding source is correctly assigned.
💡 Note: If a beneficiary in your file doesn’t match an existing one on Finofo, you can do the following:
Select a potential match from suggestions.
Add a new beneficiary and map the payment.
You can also bulk-select entries to update funding sources or payment reasons before proceeding.
Step 3: Route the batch for approvals
If your payments need approvals, you can route the batch to follow existing approval policies.
📖 : Want to know more about how approval policies work? Click here.
Any payment that falls under a defined policy will be sent to the required approvers.
Approvers get full transaction context, including funding source, amount, and conversion details (if applicable).
After approval, a user with execution permission can process the payment batch.
Step 4: Don’t need approvals?
If there are no approval policies in place, the payments can be sent and processed directly.
As long as you have the Executor role (or equivalent permissions), you’ll be able to process the payment batch without routing it through approvals.
💡 Tip
Need more help? Don’t hesitate to contact our support team at [email protected].