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Contractors
Bulk contractor onboarding
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Contractors
Bulk contractor onboarding
Upload multiple contractors at once using CSV templates.
10 min read
6 steps
Prerequisites
You have admin permissions
You have collected all required contractor information (names, emails, banking details, tax forms)
Step 1
Download the CSV template
Navigate to Contractors > Add Contractors
Click 'Bulk Upload' or 'Download Template'
Download the CSV template file
The template includes all required columns with examples
Step 2
Prepare your contractor data
Fill in contractor information: name, email, phone number
Add banking details: account number, routing/SWIFT code, bank name
Include currency preferences for each contractor
Add tax information and compliance document references
Ensure all required fields are filled (marked with * in template)
Step 3
Validate your CSV file
Save your CSV file in UTF-8 encoding
Check for duplicate email addresses
Verify all currency codes are valid (EUR, GBP, USD, etc.)
Ensure banking format matches your region's requirements
Step 4
Upload the CSV file
Return to Contractors > Bulk Upload
Click 'Choose File' and select your prepared CSV
The system will validate your file and show a preview
Review any validation errors and fix them in your CSV if needed
Step 5
Review and confirm
Review the contractor preview before finalizing
Check that all data imported correctly
Verify banking details are formatted correctly
Click 'Confirm Upload' to create all contractors at once
Step 6
Complete onboarding
Contractors will receive branded invitation emails automatically
They'll be prompted to complete their profiles and verify banking details
You can track onboarding status in the Contractors dashboard
Follow up with any contractors who haven't completed their profiles
Related Guides
Setting up contractor requests
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