Application Uploader

Overviewanchor

availability

The Application Uploader is only available for select merchants at this time.

If you are a Bill Pay merchant and your business has hundreds of billers, the Application Uploader streamlines the process of submitting their application information.

You can use the Application Uploader to submit tens or hundreds of applications at one time. After the applications have been reviewed and approved by our Global Credit team, your billers will be automatically configured with all the payment and payout methods specified in their application.

Requirementsanchor

In order to use the Application Uploader, you must complete the initial application process and have your account specially configured by your PayPal Account Manager. You must have login credentials to the Braintree Control Panel.

Create a fileanchor

The first step in submitting applications is to gather all the information that we require for onboarding, and condense it into a CSV file. The Application Uploader only accepts documents in a CSV format.

The Paypal Intake Data Dictionary outlines all the information we require in order to create applications.

The first row of data in your file should be headers. By downloading the Sample File and erasing the test data, you can get a template of the required headers.

Select and upload your fileanchor

Once you have compiled a file with application information, you can submit it for review by following these steps:

  1. Log into the Control Panel
  2. Click on the gear icon in the top right corner
  3. Click Business from the drop-down menu
  4. Select Upload Applications
  5. Click the Select file button
  6. Make sure you've selected the correct file; to make this easier, we display the name of the file and the number of rows it contains
  7. Click Submit Applications
important

Before clicking Submit Applications, make sure that you’ve selected the right file and that all of your application information has been thoroughly vetted. Once an application is submitted, it cannot be edited or altered.

View the results, correct errors, and resubmitanchor

After your records have been submitted, you’ll see a breakdown of applications that were successfully created and submitted to our Underwriting team for review.

You’ll also see if any of the applications failed to be submitted due to incorrect or missing data. Click View Error Details to view any errors in your data. This will take you to a view that provides a detailed breakdown of application errors, and advice on how they can be corrected.

note

If you need more help resolving errors, view the Paypal Intake Data Dictionary.

If you want to view your error breakdown as a document, click Download Error .CSV.

To correct an error:

  1. Open your original file
  2. Remove all successful applications
  3. Use the guidance from the error breakdown page to edit your failed applications
  4. Rename the file, save it, and resubmit by clicking Select file

Once you've uploaded applications, you can view a quick breakdown of your previously submitted applications and see the details of past uploads under the Uploaded File History section on the Bulk Applications tab.

To see a detailed breakdown of errors, click the link under the Errors column.

note

The Uploaded File History section will not appear until you have uploaded at least one file.

Touch base with your Account Manageranchor

Congratulations! You’ve successfully submitted applications for review. Next, they will be reviewed by our Global Credit team.

Your PayPal Account Management team will be in touch if we have any questions about an individual biller. They will also reach out with all the information you need when a biller is ready to start processing.

Resourcesanchor

Paypal Intake Data Dictionary

Sample File