Adding vendors and contacts one at a time is not ideal, so Veem allows you to mass upload contacts to your account. Follow the steps below to mass upload your contact list from a CSV file.
Step 1: Log in to Veem.
Step 2: Go to the My Network tab in your lefthand sidebar.
Step 3: To the right-hand side of the screen, you'll see an upload button.
*Note: If you do not see the upload arrow button, please reach out to firstname.lastname@example.org for help with mass contact upload.
Step 4: On the upload contacts window, download the CSV template file. The mass contact CSV template file can be found at the bottom of this article as well.
Step 5: Fill in all details for the contacts you would like to add to your network. The only required information is the persons' EMAIL and COUNTRY.
*Note: The fields below in the mass contact CSV template file are country-specific. For a full breakdown of country-specific bank requirements, click here:
|Sort Code||Only required for UK|
|IFSC Code||Only required for India|
|Transit Code||Only required for Canada|
|BSB Code||Only required for Australia|
|Routing Number||Only required for US|
|Check Enabled||Only available for US payees|
Step 6: When you've added all contacts to the file, save it, and upload it to this screen.
Step 7: When your upload is complete, you'll see this image.
*Note: The upload may take more than a few minutes, the more contacts you're adding.
Your contacts are now added to your Veem account!
Still need help? You can chat or call our Customer Success team here.