There are two (2) ways to process batch transfers through Business Banking:
a. Batch Transfer Using a Blank Template
This option is ideal when transferring to new contacts for the first time.
Complete your transfer in just 3 easy steps:
Download a blank or existing .CSV template
Fill out the template
Input all transfer details, including transfer amounts, into your chosen template and save as an .CSV file.Upload and confirm
Upload the .xlsx or .csv file using the upload field above, review the transactions, and confirm your batch transfer.
b. Batch Transfer Using a Pre-Populated Template
This option is best for batch transfers to contacts you have previously added or transferred to.
Select your template
From the dropdown, choose your saved template and click Next.
If your template is not visible, click Manage Template → Create New Template.
Update the template
Enter all required transfer details, including transfer amounts.
Save the file as an .xlsx.
Upload and confirm
Upload the .xlsx file using the upload field above.
Review your transactions and confirm the batch transfer.