Beneficiary Batch Upload

     
Creating a Beneficiary Template is relatively simple but creating several templates can be time consuming. The good news is you can upload all of your beneficiaries in a batch. GPS makes it easy through our Beneficiary Batch Upload feature, which saves you time you can use on other business needs. To successfully upload a beneficiary batch, just follow these steps: 

Step 1

To upload beneficiary batch in FXpert, navigate to Beneficiary Batch Upload under Tools in the left-hand menu:

Step 2

To create a beneficiary batch, click the download icon () for the Example Template. This form is an excel file with a key to let you know which columns are required, optional, or conditional. If you already have the form completed, then skip to Step 4.

Step 3

Conditional columns are for country-specific requirements for international wire payments. FXpert will alert you to any country-specific missing information upon upload, which you can update on the Example Template for re-upload. Complete the required fields, conditional fields, and any optional fields that you would like to include. Once the form is completed, save the file to your computer. Remember where you save the file, as you will need to select it when uploading it to FXpert.

Step 4

In order to upload the batch, click the Choose File button. This will open the file explorer. Navigate to the completed batch excel file and click Open. Once that is done, click Upload. 

Step 5

If the upload is successful, a green banner will temporarily appear that says, "Upload Submitted", and a message under the upload button will read "Upload Submitted!". To see the submitted batch, navigate to the Approve Batch tab.

Step 6

Under the Approve Batch tab, we see the batch we just uploaded, and another batch previously uploaded and awaiting approval. Use the arrows on the left to expand the file and view the uploaded data. There is also a status bar to indicate how many rows were successfully uploaded or failed. Uploads can be approved or deleted with the Approve and Delete buttons in the bottom right of the file when expanded. If ready, click Approve.  

If the batch successfully approves, a green banner will temporarily appear that tells you the specific batch number that was approved.

Step 7

Now we can check the remaining batch in the approval queue. If there are errors, an error icon () will appear next to the effected rows. Please expand the window to view specific error messages. Error information will appear in red text. In the example below, we see most of the possible errors one can incur for a Beneficiary Batch Upload on one row. If required information is missing for all rows in the batch upload, the only option will be to Delete the batch. However, if there are successful rows, you will have the option to Approve the batch, and only the successful rows will generate beneficiary templates. After approving, any failed rows will no longer be viewable and will need to be revised for re-upload in a new batch. 

For more information on Beneficiary Template requirements, please see the FXpert Guide: Beneficiary Templates

If you experience any issues with Beneficiary Batch Upload, please reach out to your Account Executive(s) or contact mysupport@gpsfx.com.