Service Partners | Add Sub-merchants from Partner Dashboard

As a Service Partner, you can invite your affiliates to use Curlec Payments products. You get a partnership commission when the Sub-merchants perform any transaction using Curlec products. Know more about

partnership commission

Who is a Sub-merchant

Sub-merchants are the merchants who get onboarded on the Curlec platform by a Partner. For example, Acme wants to provide an order management solution for its client company "Gekko". In this scenario, "Gekko" is Acme's Sub-merchant.

Once onboarded, Sub-merchant accounts (Affiliate accounts) must be activated to start collecting or disbursing payments.

You can add your Affiliate partners/Sub-merchants directly using the Curlec Dashboard.

Add Sub-merchants Using Email Id

You can invite Sub-merchants using their email id to sign up and register on Curlec. You can send an invite link to an individual account or multiple accounts.

Handy Tips

You can send a maximum of 1,00,000 invites/day. This could be individual invites, bulk invites or a combination of both.

Add One Sub-merchant

To add a new Sub-merchant using email id:

Log in to the
Curlec Dashboard
.
Click Partner and navigate to Affiliate Accounts.
Click + Add New Accounts.
Select Curlec Payments from the option and click Next.
Add the following information and click Send Invite:
- Account Name: Enter the name of the business you want to add as a Sub-merchant.
- Email Address: Enter the email address of the business to which the sign-up link must be sent.
- Contact Number (optional): Enter the phone number of the business to which the sign-up link must be sent.

What Happens Next

Once you click Send Invite, your Affiliate partners will receive a Create a Password link via email/SMS to reset the password. The newly added Payments Sub-merchants will appear on your list on the Partner Dashboard with a default Activation Status as Not Submitted.
To get started, the Sub-merchants referred for Payment products, must proceed to complete the Account Activation process by using their Curlec account credentials.

Handy Tips

You can use the Switch option to access the Sub-merchant's account. Once you switch to the Sub merchant’s Curlec Dashboard, you can perform all the actions that the Sub-merchant can perform.

Bulk Upload Multiple Sub-merchants

You can send invites to multiple users using the Bulk Upload option. Upload an XLSX or CSV file with the Dashboard's required data. This sends a single sign up invitation link to multiple affiliate accounts in bulk. This enables your Sub-merchants to sign up and register on Curlec.

Bulk Upload Template

To view and understand the file format requirements, download the

sample template

. The account creation template contains the following headers.

account_name

optional

Name of the Sub-merchant's account.

mandatory

The email address of the Sub-merchant.

Watch Out!

Do not modify field names/headers (account_name and email) in a batch as it might result in an upload failure.
There should be only 1 sheet in the file.
The size of the file can be up to 50 MB. You can add up to 5,000 rows in a particular file. The links will be processed in the same sequence as listed in the file.

Add Multiple Accounts using Bulk Upload Template

Log in to the
Curlec Dashboard
.
Click Partner and navigate to Affiliate Accounts.
Click + Add New Accounts.
Select Curlec Payments.
Shift to the Add Multiple Accounts tab.
Click the click to upload button. In the pop-up window that appears, drag-drop the file over the highlighted area or select your file from your system. To view and understand the file format requirements, download the sample template.
The file is validated for any associated errors and uploaded to the Curlec server. Click Invite contacts to send invites to Affiliate accounts via email.

What Happens Next

Once the file is successfully processed, you will receive the account creation status via email. The email attachment will include both success and/or failure details for each account, including the error code and exact reason for the failure.

The newly added Sub-merchants will appear on your list on the Partner Dashboard with a default Activation Status as Not Submitted.
To get started, the Sub-merchants referred for Payment products, must proceed to complete the Account Activation process by using their Curlec account credentials.

Sub-merchant Activation Status

You can track the account activation status of the Sub-merchant on your Curlec Dashboard under the Affiliate Accounts tab.

For Payment Products

Status	Description
Not Submitted	When you invite the Sub-merchant, and your affiliate account is successfully added, the activation status by default is `Not submitted` . This is the default status.
Instantly Activated	Your affiliate account sets the Curlec account password and provides contact details, business details, and account details. Once these details are fully verified, the activation status moves to `Instantly Activated` . The Sub-merchants can start accepting payments once the account is instantly activated. However, the settlements will not be enabled.
Under Review	Your affiliate account submits business documents to Curlec depending on their business type.
Activated	The account activation status is `Activated` once the documents are successfully verified. The payments made by the affiliate accounts before they submitted the documents will be settled to your account.