Importing Partners

While the Add Partner form only lets you add partners one at a time, the Import Partners page enables you to add multiple partners at once by uploading an Excel/CSV file or pasting CSV text into a form field. This guide explains the bulk import process.

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:

  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 multiple Merchant accounts, select the account where you want to add the partner.

  4. Click Import.

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

    Which template should I use?

    • Use the Excel template if you are manually entering user data and want clear visual cues for required fields.

    • Use the CSV template if you are exporting user data from another system, need to automate the import process, or require a format that is compatible with a wide range of applications.

2. Enter Information into the Template and Save

  1. Navigate to where you downloaded the template and open it.

  2. Enter your partner information, ensuring you complete all required columns (marked in red text in the Excel template; the CSV template has no color coding).

    The required columns in the template are:

    Merchant ID | MerchantPartnerID | Name | BirthDate | CompanyName | FederalID | Country | Region | Beneficiary | AccountNumber | RoutingCode | BankName | BankCountry | 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

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

3. Upload the File

  1. Either drag the saved template file to the Upload File area or click Upload File to browse your computer.

  2. Click Upload.

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

  4. Click Save.

Adding Partners Using CSV Text

As an alternative to file upload, you can paste CSV data directly into a text box on the Import Partners page. This method works well if you're comfortable working with CSV files and prefer this format.

  1. Make sure the file is saved as a CSV (comma delimited) file.

  2. Open the CSV file in a text editor such as Notepad or Word.

  3. Copy all the text in the file.

  4. From the Merchant Portal navigation menu, go to My Partners > Manage Partners

  5. Click Import.

  6. Click CSV Text, paste the copied text into the CSV Text box, and then click Upload.

  7. Review the imported partners, and then click Save.

    A message appears if the upload is successful: