Sokin Support Centre | Managing Bulk Beneficiares

Managing Bulk Beneficiares

After uploading a bulk beneficiary template, it will appear in your Bulk Beneficiary List, where you can review, process, and delete beneficiary details.

Bulk Beneficiary List

In the Bulk Beneficiary List, files are displayed in descending order by date of upload, with the option to view more details by clicking on a file.

You can search files by selecting any of the following filters: Date Range, Status, and Beneficiary type. Click on the red funnel button to see your results.

All files within the Bulk Beneficiary List will show one of these statuses:

Failed – Failed to upload successfully.

Processed – The beneficiaries in the file have been added to your account.

Rejected – The file has been rejected and no beneficiaries have been added.

Uploading – The file is uploading.

Uploaded – The file has been uploaded successfully.

Bulk Beneficiary File Details

Select a file to display all the beneficiary details. Here, you can delete individual beneficiaries and choose to process or reject the file.

If any errors are present, a file cannot be processed. Beneficiaries marked in red indicate an error, and the information icon next to the Currency field will display the reason for the error.

To resolve the error, either delete the individual beneficiary by selecting delete (X) or select Download to edit the details and re-upload the updated file. If the file has no errors, it can be successfully processed.

Processed Beneficiary File

Once a beneficiary file is processed, all beneficiaries within the file will appear in your main Beneficiary List.

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