Create Payment Links in Batches
Generate Curlec Payment Links in bulk using the Batch Upload feature.
You can generate and process Payment Links in batches on the Dashboard and save time, eliminating the hassle of creating multiple individual links.
Feature Request
This is an on-demand feature. Please raise a request with our
to get this feature activated on your Curlec account.- .
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Download the sample batch file from the Dashboard. The batch file is a simple .xlsx or .csv file.
Handy Tips
- The size of a batch file can be up to 10 MB. You can add up to 50,000 rows in a particular file. The Payment Links are processed in the same sequence as listed in the file.
- The Field names/headers in a batch should not be modified. Modifications can cause upload failure.
The batch file contains all the necessary details to create Payment Links. Given below are the required fields for creating a batch file:
Reference Id
optional
Enter a unique number for each Payment Link. This is mapped to the receipt value provided while creating an Order on your server-side. This field has a limit of 40 characters.
Customer Name
optional
Name of the customer. This field has a limit of 40 characters.
Customer Email
optional
Email address of the customer.
Customer Contact
optional
Contact number of the customer. You can enter domestic as well as international numbers. The expected format of the phone number is + {country code}{phone number}. If the country code is not specified, 60 will be used as the default value.
Currency
optional
Defaults to MYR.
Amount
mandatory
Amount to be paid by the customer in currency subunits. That is, if currency selected is MYR, the amount must be in sen. For example, enter 29995 for an amount of RM 299.95.
Description
mandatory
Brief description of the Payment Link.
Expire by
optional
Date and Time at which the Payment Link expires. Supported formats:DD-MM-YYYY HH:mm:ss (For example, 14-12-2018 18:45:00)DD-MM-YYYY HH:mmDD-MM-YYYY
Partial Payment
optional
Indicates whether partial payments are enabled. Set to 1 to enable partial payments and 0 to disable.
First Payment Min Amount (In Sen)
optional
Minimum amount to be paid by the customer as the first partial payment. For example, if an amount of RM 350 is to be received from the customer in two installments of #1 - RM 250 and #2 - RM 100, you can set this value as 35000.
Notes
optional
The notes object is a set of key-value pairs used to store additional information about the entity. It can hold a maximum of 15 key-value pairs, each 255 characters long (maximum).
Ensure that the date format does not get modified. Watch this video to see how to fix date formatting issues:
To upload a batch file:
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Navigate to Payment Links → Batch Uploads.
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Click the Click here to upload button.
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On the pop-up page, drag and drop the file over the highlighted area. Alternatively, click the Click to Upload option to select your file from your system.
The file is validated and uploaded to the Curlec server. After the file is successfully uploaded, a snippet view of the file is displayed in the Batch Upload pop-up page.
To add details to Batch upload:
- Enter a relevant file name in the BATCH FILE NAME field.
- Select Send auto reminders if you want to send automatic reminders for all Payment Links. By default, reminders are not enabled during batch creation of Payment Links.
- Follow these steps to determine whether the links should be sent immediately or later. Also, select the medium of link sharing:
- If you want to send links immediately, select via SMS and/or via Email next to the NOTIFY check box options and click Create.
- If you want to send them later, do not select any medium and click Create.
Know how to
that occur during batch upload.After the batch is created, you can see a Batch Created Successfully pop-up page. Click Close and reload the page. The newly created batch file will appear in the list of Batch Uploads.
The Batch Uploads screen displays the following fields:
To view more details about the batch file:
- Click the Download button to download the Batch File Report. This report provides you with details of the links created. Also, it displays any errors that occurred during the process.
The batch file states are explained in the table given below:
Handy Tips
- The Processed state does not mean all rows in the file were successfully processed. It just means the file was successfully processed, with or without errors.
- Download the Bulk Upload report to check for errors. You can correct these errors and upload the data again in another file.
- Click the Batch ID to view the Total rows processed, Payment Links created, and the number of Paid and Expired links. You can also view the Status and Created At information of the batch. The details of individual Payment Links created from the batch are also displayed here.
After a batch is successfully created and is in the Processed state, you can see either an All links sent or a Send all links option under the Actions based on your notification choice above.
To send the Payment Links:
- Click the Send all links button.
- Select Send SMS and/or Send Email on the Send Reminder? pop-up page that appears.
- Click Yes, Send all. This enables Curlec to process and issue Payment Links to their respective recipients as defined in the batch file.
Batch file errors are detected during file upload. You can also download the batch file report after the upload to check for errors.
A processed batch file does not necessarily mean that all Payment Links were created successfully. There is a chance that a few Payment Links did not get created because of certain issues in the entered data. For example, data was missing in a few fields.
Download the Batch Report to understand the reason for the error. This contains the following additional fields to help you check if a Payment Link was issued for a row or not.
To fix the errors, make the required changes and re-upload the batch file.
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