Payment Onboarding
Companies with a single wiring instruction and no payments configuration. EIN and formation date come from the cohort export; the merchant identifier is issued automatically.
Import
The file is read in your browser, not uploaded
Only the columns listed below are extracted. Everything else — including any beneficial-owner SSN, date-of-birth and address columns — is discarded here and never sent to the server. Nothing is saved; a page reload clears it.
Upload a file to start.
In Google Sheets: File ▸ Download ▸ Comma-separated values (.csv). Download exports the tab you currently have open, so open the right one first.