Importing Partners
You can add partners in two ways: individually through the "Add Partner" form, or in bulk by importing an Excel/CSV file or entering CSV text directly. This guide shows you how to add multiple partners at once.
Adding Partners using Excel/CSV Files
1. Download the Template
To start adding partners from a file, download one of the templates from the Import Partners page:
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Log into the Merchant Portal: https://mp.segpay.com/
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From the navigation menu, go to My Partners > Manage Partners
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If you have more than one Merchant account, select the account to which you want to add a partner.
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Click Import.
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Download one of the file templates: Excel or CSV.
2. Enter Information into the Template & Save It
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Browse to the template download location on your device and open it.
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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 = MXYou can use these values for the AccountType field: Checking, Saving, Wire, Paxum, Segcard. For more information see Payment Types.
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Save and close the file when you’re ready to upload it.
3. Upload the File
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Drag the saved template file to the Upload File area or click Upload File to select it from your computer.
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Click Upload.
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Review the imported partners in the table making sure the data is correct.
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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:
Adding Partners Using CSV Text
This is an alternate method for uploading a file. If you’re using a CSV file, you can copy and paste the file data into a text box on the Import Partners page.
Use these steps if you have a familiarity working with .csv files and prefer this file format.
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Make sure the file is saved as a CSV (comma delimited) file.
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Open the CSV file in a text editor such as Notepad or Word.
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Copy all the text in the file.
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From the Merchant Portal navigation menu, go to My Partners > Manage Partners
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Click Import.
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Click CSV Text, paste the copied text into the CSV Text box, and then click Upload.
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Review the imported partners, and then click Save.
A message appears if the upload is successful: