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Bulk Transfers

Updated

This article covers the following topics :

 

How to upload funds with a CSV?

  1. Log into the Crowded web portal and go to the “My Accounts” tab, and then select “Per Diem Accounts.” Or log in here to go straight there.
  2. Click the “Bulk Transfer” button.
  3. Prepare a spreadsheet with all of the necessary account data and transfer data. You may download a list of all accounts with their information from the platform, and then add the amounts for transfer and reference.
  4. Or, download a spreadsheet from payroll software and align it with the required columns:
    1. First name
    2. Last name
    3. Email
    4. Amount 
    5. Reference
  5. Upload the filled-out spreadsheet to the Crowded platform, and ensure that all of the information is correct. Once it’s all set, confirm, and the amounts will be transferred from the primary checking account balance to specified Per Diem accounts.




 

How to withdraw funds in bulk?

  1. Log into the Crowded web portal and go to the “My Accounts” tab, and then select “Per Diem Accounts.” Or log in here to go straight there.
  2. Click the “Bulk Transfer” button 
  3. Prepare a spreadsheet with all of the necessary account data and transfer data. You may download a list of all accounts with their information from the platform, and then add the amounts for transfer and reference.
  4. Or, download a spreadsheet from payroll software and align it with the required columns:
    1. First name
    2. Last name
    3. Email
    4. Amount 
    5. Reference
       
  5. Upload the filled-out spreadsheet to the Crowded platform, and ensure that all of the information is correct. Once it’s all set, confirm and the balances will be withdrawn from the specified Per Diem accounts and deposited to the primary checking account. 



 

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