Once you have completed steps 1 - 3 documented in Creating a batch-Single recipient entry follow the steps below to upload recipient information using a CSV file.

  1. Once you have selected your security verification, click "Download CSV Template" and enter your recipient's information in the template. 

See an example of a populated CSV file below:

You can view the CSV batch validation rules here.

2. Once you are done populating the template Click "Next" on the Tilt Platform to proceed.

3. Select "Upload document" and "select file" to upload the CSV file.

4. Once the file has been uploaded you can editor delete recipient information if you need to. Click "Next" to proceed.

5. Click "Send" to send payments or to send batch for approval if your company has approvers listed 

Are you an approver? Learn more about approving payments here.


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