Bulk Beneficiaries

Bulk beneficiary upload allows you to create up to 5,000 beneficiaries at once using a simple file-based process.

To create multiple beneficiaries at once, follow these steps: 

1. Select Bulk Upload in the Sokin column.

2. Select Beneficiary.

3. Select Download Template

4. Select a Sokin to Sokin or External beneficiary template.

5. Add & save all your beneficiaries to the Bulk Beneficiary Template.

6. Select Upload Beneficiary.

7. Choose a beneficiary type (Sokin or External) to be uploaded and select a file.

8. Upload the beneficiary template from your device.

9. Select Upload to add the selected file to your Bulk Beneficiary List.- link to beneficiary

10. Select on a file in the Bulk Beneficiary list to reject or process it.

Bulk Beneficiary Template

The Bulk Beneficiary Template is a downloadable Excel file designed to help you create multiple beneficiaries accurately. Simply enter your beneficiary details in the Beneficiary tab and refer to the Field details tab for descriptions of required (TRUE) and optional (OPTIONAL) fields.