Batch Creation

Customer Identifiers can be created via batch. This may be necessary when you have a large number of customers to be onboarded simultaneously, and using the API would be unfeasible. Batch creation allows you to place all the information related to customer and Customer Identifier creation in a single file, ready for upload.

Process

• Create a CSV, XLS or XLSX file containing all the required data to create Customer Identifiers. The format and sample row data are given in the following sections.
• Raise a request to process the file on the support page as an existing customer. Also share the 14-character Razorpay merchant Id in email body.
• Once we process the file on our side, we will share the same file with you with a few new columns appended per row. For every row, the status column will mention whether the Customer Identifier is active or not.
  • If the process is a success, the row will contain the Razorpay Customer ID, the Customer Identifier ID (a newly created Customer Identifier) and associated bank account details.
  • If there is a failure, subsequent columns will have an error description.

You may use this data for various operations on your end. All this information would also be available on your Dashboard as well as via API.

Handle Errors

For rows that were not processed due to errors, create a new file with data corrected as per the error description. Send us the file again for processing. Do not include the error column in the new file.

File Format And Data Constraints

• Provided file must be a valid CSV/XLS/XLSX
• Every row should contain values per the following format:

customer_id string : ID of an existing Razorpay customer. Can be used if it is not required to create a new customer.

customer_name string : Name of the customer. Can be used if a new customer is required to be created. Max length: 50

customer_contact string : Contact number of the customer. Can be used if a new customer is required to be created. Must be a valid contact number.

customer_email string : Email address of the customer. Can be used if a new customer is required to be created. Must be a valid email address.

virtual_account_descriptor string : Used for custom account numbers. This is to be left blank as all account numbers are numeric by default.

virtual_account_description string : Description for the Customer Identifier. Max length: 2048

virtual_account_notes string : Notes field to be used while creating the Customer Identifier. Must be a valid JSON string. Refer the Notes section for more information.

Note that if customer_id field is being used, i.e. an existing customer is being referred to, then fields 2-4 can be left blank.

Sample rows in the file would look similar to the following:

cust_8gRzzeoemUfb5k,,,,,VA for Existing Customer,"{""key1"":""value1""}"
,Gaurav Kumar,9000090000,[e-mail],,VA for new customer,"{""key1"":""value1"",""key2"":""value2""}"

Output File Format

customer_id string : ID of an existing, or a newly created customer.

customer_name string : Name of the customer.

customer_contact string : Contact number of the customer.

customer_email string : Email address of the customer.

virtual_account_id string : ID of the newly created Customer Identifier.

bank_account_id string : ID of the newly created bank account.

bank_account_name string : Name associated with the newly created bank account.

bank_account_number string : Account number of the newly created bank account.

bank_account_ifsc string : IFSC of the newly created bank account.

Contact our Support Team if you have any queries.