Adding Partners from a File

You can add partners one at a time using the "Add Partner" form in the Merchant Portal. But you can also add multiple partners by importing a file containing the required information. This topic explains how to add partners from a file.

1. Download the Template

To start adding partners from a file, download one of the templates from the Import Partners page:

  1. Log into the Merchant Portal: https://mp.segpay.com/

  2. From the navigation menu, go to My Partners > Manage Partners

  3. If you have more than one Merchant account, select the account to which you want to add a partner.

  4. Click Import.

  5. Download one of the file templates: Excel or CSV.

2. Enter Information into the Template & Save It

  1. Browse to the template download location on your device and open it.

  2. Fill out the file with your partner information making sure to add information into the required columns (red text in the template).

    The required columns in the template are:

    Merchant ID | MerchantPartnerID | Name |Country | Beneficiary | AccountNumber | Routing Code | BankName | Bank Country | AccountType | Currency | BeginningDate

    Make sure to use the numeric region code value in the Region column:

    1 = European Union
    2 = United States
    3 = Asia Pacific
    4 = Canada
    5 = Carribean & Latin America
    6 = Central & Eastern Europe
    7 = Middle East & Africa (CEMEA)
    8 = UK
    9 = MX

    You can use these values for the AccountType field: Checking, Saving, Wire, Paxum, Segcard. For more information see Payment Types.

  3. Save and close the file when you’re ready to upload it.

3. Upload the File

  1. Drag the saved template file to the Upload File area or click Upload File to select it from your computer.

  2. Click Upload.

  3. Review the imported partners in the table making sure the data is correct.

  4. Click Save.

If your file uploaded successfully, you'll see a Successful message:

If there are problems with your upload, you'll see a Warning message: