Before you start
You need Admin or Account Owner access, or the Manage payments or Create payee payments permission. You must also be signed in using multi-factor authentication (MFA).
1. Download the template
Go to Send Payments → Bulk Payments → Import Instructions → Download Blank Template.
Keep the column headers unchanged.
2. Fill in your payments
Enter one payment per row using these fields.
Column | What to enter |
| The email address saved for that payee in Loop. |
| A positive number, such as |
| The payment currency, such as |
| A description, such as |
You can leave the payee’s name, address and banking fields blank when the email matches a saved payee. Loop uses their saved details. Entering different payee details in the file will not update them.
Optional fields
Complete these only as needed.
Column | What to enter |
| The account to pay from. Leave blank to use your Loop account in the payment currency, or use one of the formats below this table. |
| Additional notes to include in the payment email. |
| Enter |
For a Loop account, enter INTERNAL_CAD, INTERNAL_USD, INTERNAL_EUR or INTERNAL_GBP.
For a Linked Account, use EXTERNAL_{CURRENCY}_{LAST4}, where LAST4 is the account number’s last four digits. Examples: EXTERNAL_CAD_1234 or EXTERNAL_USD_5678.
3. Upload and review
Save your file as a CSV and upload it under Send Payments → Bulk Payments → Upload & Process.
Review the payee and payment details, then approve the batch when you’re ready.
No funds move before your review and approval.
Frequently asked questions
What if a saved payee doesn’t have an email address?
Leave email blank. Loop can match the payee using their bank details instead.
Include bank_country, account_number, payment_currency, and either routing_code_value or swift_bic_code. These details must match the saved payee.
What payment reason should I use for INR payments?
Enter one of these exact values in payment_reason:
advertising, advisor_fees, construction, education, exports, fund_investment, goods, hotel, insurance_claims, insurance_premium, loan_repayment, medical, other_fees, property_purchase, property_rental, royalties, services, share_investment, tax, transfer, travel, utilities.
Can I include new payees in the same file?
Yes. Include their full payee and banking details, along with their payment information. See How to create new payees and send bulk payments for the required fields.