From your dashboard, click on Payers. Please note, you can also do this from the Add Recipients button on your Dashboard.

Next, select the Payer you wish to add Recipients for.

Next, on the Payer page, select “Import” from the dropdown menu, and click “Upload File.”

Next, click “Download Template.”

Next, check your downloads for the Excel Template you’re going to eventually import.

Fill out your Excel file with the correct Recipient information.

Next, save the Excel file where you want it (desktop or a folder), and then click on “Browse Computer.”

You’ll select or double-click the Excel file you want to upload, and if there are any errors, you’ll get a notification.

Correct your info and repeat the process to upload your Excel file with Recipient information.

Good on you! You’ve imported Recipients with an Excel file.