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Uploading recipients via CSV
Uploading recipients via CSV

How to use the CSV template file to upload advanced payments in bulk

Updated over a week ago

The Advance payment action offers a lot of flexibility and scalability for making payments to multiple recipients in one action. This is made even easier with the ability to batch upload a CSV of all payments you wish to make.

The following provides a guide on how to perform a CSV upload and how to use the provided CSV template.

Downloading the CSV template

You are able to download the CSV template within the “Advanced payment” by clicking on the “Upload CSV”,

Clicking on the “Download .CSV template” link will then prompt you to download the CSV template.

Payee details

The CSV template you've downloaded contains the usernames and addresses of all the payees in your colony's address book.

Token details

Below that are all the tokens your colony has added to its watchlist.

Note: If the token you want to send is not in this list, it's best practice to add it to your colony with the "Manage tokens" action first.

Complete payment details

Below that you'll find the payment details.


The table will contain dummy data. You should replace all of this with the actual data you want to use.

  1. Copy and paste the username and address you want to pay from the address book section.

  2. Copy and paste the token symbol and token contract address to the corresponding recipient.

  3. Add the amount of the tokens you want to send expressed in their typical format. For example, if you're sending 1000 USDC, enter 1000 in the amount field.

  4. The claim delay is the time you want the recipient to wait (in hours) before being able to claim their tokens. If you want it to be immediately claimable set to 0. However you may want to delay payment for security purposes or make payments claimable at future intervals e.g. after 30 days (in which case you'd enter 720).

Uploading the CSV

With all details of the payment completed, you are then able to return to the "Upload CSV" modal and upload the newly created CSV. All payment details should then auto-complete into the payment table, if there are any issues with your upload and import, you should be alerted and you can make the needed corrections directly in the table.

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