Bulk Upload Contacts:
The PayMate platform enables you to upload multiple Contacts together, thereby saving a lot of your time and effort.
Go to Contacts > Bulk Upload Contacts to upload your Contacts. View the sample file format to know which details are mandatory. Once you have downloaded the template, enter the mandatory details, and then upload the file. That’s it. If you need to verify KYC of your Contacts, you can click on KYC Required.
A sample template for upload is shown below for your reference.
Add a Single Contact:
To add a single Contact you can go to Contacts > Add Contact. Fill up the details like Company Name, Email Address and Bank Account details to quickly add a contact. Fields marked with * sign are mandatory. If you wish your Contact to be KYC verified check the box for KYC Required.
In the field- Notification Emails- You can add multiple email addresses separated by a comma. They will be notified when you add or make a payment to this Contact.
On clicking SAVE the contact gets added successfully.
You can also refer to the Video Tutorial on this page and follow the steps for adding a contact to your business account.
