Rivo gives you the choice to upload a variety of files in static data in one go, which will enable you to upload all the data in one click and cut down on the amount of time it takes. You can upload the banks you operate with using this bulk upload option.
How to Upload :
Users can download the template with all the necessary options in XLSX format by choosing the Bulk upload option on the right side of the screen when entering the My bank section of the Rivo app. When you've selected an option, click "start uploading," then try to import the XLSX file you filled out with all the necessary information. (Refer below GIF)
The following table lists the fields that you can include in the XLSX file:
| Bank Name* | The name of the bank |
| Legal Entity ID | The legal entityID of the bank |
| Address* | The address of the bank |
| City* | The city of the bank |
| Country* | Enter a standard abbreviation, for example, DE for Germany, CH for Switzerland, etc. |
| Branch No | Branch No of the bank |
| BIC ID* | The BIC ID of the bank |
| Contact Person Name | Contact Person Name |
| Contact Person Work Email | Contact Person Work Email |
| Contact Person Work Phone | Contact Person Work Phone |
| Bank I work with | Yes/No |
| Products I want to work with* | Will be required when "Bank I work with" is "Yes". Possible values: Guarantee, Export LC, Import LC, Standby LC. Multiple values separated by a comma |
| Bank Limit | If the users upload the bank limit, this should be linked to the newly created bank and users will be able to visualize it from the Administrators > Limits page The system validate the limit input by users. The limit cannot be set to 0 The limit cannot exceed 100,000,000 Use the current base currency to import the limit |
You will receive an error message detailing the specific error of the uploaded document if you add a document with any inconsistencies and upload it.
Refer to the attached file Bank bulk upload.xlsx for bulk upload format
Comments
0 comments
Please sign in to leave a comment.